AllSquare Wealth Management LLC's ownership history for JEPI

AllSquare Wealth Management LLC currently holds 12.5K shares with a market value of $713.0K. It started holding JEPI on 2024-09-30. At its peak, it held 19.3K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-03-31. At its lowest, it held 12.4K shares on 2025-06-30, with a value of $704.7K on 2025-06-30. In the recent 180 days, AllSquare Wealth Management LLC has decreased its shares by 6.8K. In the recent year, AllSquare Wealth Management LLC has decreased its shares by 4.7K.