StrongBox Wealth, LLC's ownership history for JEPI

StrongBox Wealth, LLC currently holds 130.4K shares with a market value of $7.4M. It started holding JEPI on 2024-09-30. At its peak, it held 148.8K shares on 2025-06-30. Its highest holding value was $8.7M on 2024-09-30. At its lowest, it held 130.4K shares on 2026-03-31, with a value of $7.4M on 2026-03-31. In the recent 180 days, StrongBox Wealth, LLC has decreased its shares by 3.3K. In the recent year, StrongBox Wealth, LLC has decreased its shares by 14.5K.