Wealthspire Advisors, LLC's ownership history for JEPI

Wealthspire Advisors, LLC currently holds 67.6K shares with a market value of $3.8M. It started holding JEPI on 2024-12-31. At its peak, it held 67.6K shares on 2026-03-31. Its highest holding value was $3.8M on 2026-03-31. At its lowest, it held 7.3K shares on 2025-03-31, with a value of $415.6K on 2025-03-31. In the recent 180 days, Wealthspire Advisors, LLC has increased its shares by 35.4K. In the recent year, Wealthspire Advisors, LLC has increased its shares by 60.4K.