Montis Financial, LLC's ownership history for JEPI

Montis Financial, LLC currently holds 167.0K shares with a market value of $9.5M. It started holding JEPI on 2024-09-30. At its peak, it held 167.0K shares on 2026-03-31. Its highest holding value was $9.5M on 2026-03-31. At its lowest, it held 93.9K shares on 2024-09-30, with a value of $5.6M on 2024-09-30. In the recent 180 days, Montis Financial, LLC has increased its shares by 21.4K. In the recent year, Montis Financial, LLC has increased its shares by 24.2K.