Merkkuri Wealth Advisors LLC's ownership history for JEPI

Merkkuri Wealth Advisors LLC currently holds 89.9K shares with a market value of $5.1M. It started holding JEPI on 2024-06-30. At its peak, it held 89.9K shares on 2026-03-31. Its highest holding value was $5.1M on 2025-09-30. At its lowest, it held 59.5K shares on 2024-06-30, with a value of $3.4M on 2024-06-30. In the recent 180 days, Merkkuri Wealth Advisors LLC has increased its shares by 9. In the recent year, Merkkuri Wealth Advisors LLC has increased its shares by 16.8K.