Trajan Wealth LLC's ownership history for JEPI

Trajan Wealth LLC currently holds 76.1K shares with a market value of $4.3M. It started holding JEPI on 2024-09-30. At its peak, it held 76.1K shares on 2025-09-30. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 69.0K shares on 2025-06-30, with a value of $3.9M on 2025-06-30. In the recent 180 days, Trajan Wealth LLC has increased its shares by 3.2K. In the recent year, Trajan Wealth LLC has increased its shares by 4.6K.