WEALTH EFFECTS LLC's ownership history for JEPI

WEALTH EFFECTS LLC currently holds 31.4K shares with a market value of $1.8M. It started holding JEPI on 2024-09-30. At its peak, it held 41.7K shares on 2024-12-31. Its highest holding value was $2.4M on 2024-12-31. At its lowest, it held 26.5K shares on 2025-06-30, with a value of $1.5M on 2025-06-30. In the recent 180 days, WEALTH EFFECTS LLC has increased its shares by 3.3K. In the recent year, WEALTH EFFECTS LLC has decreased its shares by 8.8K.