Root Financial Partners, LLC's ownership history for JEPI

Root Financial Partners, LLC currently holds 1.7K shares with a market value of $95.0K. It started holding JEPI on 2025-09-30. At its peak, it held 1.8K shares on 2025-09-30. Its highest holding value was $102.5K on 2025-09-30. At its lowest, it held 1.7K shares on 2025-12-31, with a value of $95.0K on 2025-12-31.