WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for JEPI

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV currently holds 54.9K shares with a market value of $3.1M. It started holding JEPI on 2024-09-30. At its peak, it held 72.3K shares on 2025-06-30. Its highest holding value was $4.1M on 2025-06-30. At its lowest, it held 49.7K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has decreased its shares by 5.0K. In the recent year, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has decreased its shares by 15.6K.