Able Wealth Management LLC's ownership history for JEPI

Able Wealth Management LLC currently holds 4.6K shares with a market value of $263.9K. It started holding JEPI on 2025-03-31. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $301.3K on 2025-06-30. At its lowest, it held 4.6K shares on 2025-12-31, with a value of $263.9K on 2025-12-31. In the recent 180 days, Able Wealth Management LLC has decreased its shares by 690.