Wealth Dimensions Group, Ltd.'s ownership history for JEPI

Wealth Dimensions Group, Ltd. currently holds 25.5K shares with a market value of $1.5M. It started holding JEPI on 2024-09-30. At its peak, it held 25.5K shares on 2025-09-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 24.3K shares on 2024-12-31, with a value of $1.4M on 2024-12-31. In the recent 180 days, Wealth Dimensions Group, Ltd. has increased its shares by 109. In the recent year, Wealth Dimensions Group, Ltd. has increased its shares by 1.2K.