Navis Wealth Advisors, LLC's ownership history for JEPI

Navis Wealth Advisors, LLC currently holds 49.5K shares with a market value of $2.8M. It started holding JEPI on 2024-09-30. At its peak, it held 49.5K shares on 2025-12-31. Its highest holding value was $2.8M on 2025-12-31. At its lowest, it held 12.3K shares on 2025-09-30, with a value of $703.2K on 2025-09-30. In the recent 180 days, Navis Wealth Advisors, LLC has increased its shares by 36.8K. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 27.3K.