WealthPlan Investment Management, LLC's ownership history for JEPI

WealthPlan Investment Management, LLC currently holds 10.8K shares with a market value of $614.6K. It started holding JEPI on 2024-09-30. At its peak, it held 32.9K shares on 2025-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 10.8K shares on 2026-03-31, with a value of $614.6K on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 22.0K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 11.9K.