Venturi Wealth Management, LLC's ownership history for JEPI

Venturi Wealth Management, LLC currently holds 5.8K shares with a market value of $330.9K. It started holding JEPI on 2024-09-30. At its peak, it held 23.6K shares on 2025-03-31. Its highest holding value was $1.4M on 2025-03-31. At its lowest, it held 5.7K shares on 2025-06-30, with a value of $326.5K on 2025-06-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 17.8K.