Whalen Wealth Management Inc.'s ownership history for JEPI

Whalen Wealth Management Inc. currently holds 88.3K shares with a market value of $5.0M. It started holding JEPI on 2024-09-30. At its peak, it held 88.3K shares on 2026-03-31. Its highest holding value was $5.0M on 2026-03-31. At its lowest, it held 35.6K shares on 2025-03-31, with a value of $2.0M on 2025-03-31. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 45.7K. In the recent year, Whalen Wealth Management Inc. has increased its shares by 19.8K.