Forvis Mazars Wealth Advisors, LLC's ownership history for JEPI

Forvis Mazars Wealth Advisors, LLC currently holds 65.3K shares with a market value of $3.7M. It started holding JEPI on 2025-03-31. At its peak, it held 65.3K shares on 2026-03-31. Its highest holding value was $3.7M on 2026-03-31. At its lowest, it held 11.3K shares on 2025-03-31, with a value of $645.3K on 2025-03-31. In the recent 180 days, Forvis Mazars Wealth Advisors, LLC has increased its shares by 20.1K. In the recent year, Forvis Mazars Wealth Advisors, LLC has increased its shares by 54.0K.