Pasadena Private Wealth, LLC's ownership history for JEPI

Pasadena Private Wealth, LLC currently holds 21.4K shares with a market value of $1.2M. It started holding JEPI on 2025-03-31. At its peak, it held 22.8K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 20.0K shares on 2025-03-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, Pasadena Private Wealth, LLC has decreased its shares by 1.2K.