Whipplewood Advisors, LLC's ownership history for JEPI

Whipplewood Advisors, LLC currently holds 67.7K shares with a market value of $3.9M. It started holding JEPI on 2024-12-31. At its peak, it held 67.7K shares on 2025-09-30. Its highest holding value was $3.9M on 2025-09-30. At its lowest, it held 23.0K shares on 2025-03-31, with a value of $2.2M on 2024-12-31. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 44.7K.