Leo Wealth, LLC's ownership history for JEPI

Leo Wealth, LLC currently holds 13.3K shares with a market value of $753.3K. It started holding JEPI on 2024-09-30. At its peak, it held 13.5K shares on 2025-06-30. Its highest holding value was $765.7K on 2025-06-30. At its lowest, it held 12.3K shares on 2024-09-30, with a value of $715.9K on 2024-12-31. In the recent 180 days, Leo Wealth, LLC has decreased its shares by 180. In the recent year, Leo Wealth, LLC has increased its shares by 947.