Whipplewood Advisors, LLC's ownership history for JEPI

Whipplewood Advisors, LLC currently holds 39.0K shares with a market value of $2.2M. 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 decreased its shares by 28.6K. In the recent year, Whipplewood Advisors, LLC has increased its shares by 16.1K.