Portfolio Strategies, Inc.'s ownership history for JEPI

Portfolio Strategies, Inc. currently holds 17.6K shares with a market value of $995.7K. It started holding JEPI on 2025-09-30. At its peak, it held 36.2K shares on 2025-09-30. Its highest holding value was $2.1M on 2025-09-30. At its lowest, it held 16.1K shares on 2025-12-31, with a value of $919.3K on 2025-12-31. In the recent 180 days, Portfolio Strategies, Inc. has decreased its shares by 18.6K.