Balance Wealth, LLC's ownership history for JPEF

Balance Wealth, LLC currently holds 363.7K shares with a market value of $27.2M. It started holding JPEF on 2025-03-31. At its peak, it held 363.7K shares on 2025-12-31. Its highest holding value was $27.2M on 2025-12-31. At its lowest, it held 160.5K shares on 2025-03-31, with a value of $10.2M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 36.8K.