Weinberger Asset Management, Inc's ownership history for JEPI

Weinberger Asset Management, Inc currently holds 69.5K shares with a market value of $3.9M. It started holding JEPI on 2021-12-31. At its peak, it held 73.0K shares on 2025-09-30. Its highest holding value was $4.2M on 2025-09-30. At its lowest, it held 19.6K shares on 2021-12-31, with a value of $1.2M on 2021-12-31. In the recent 180 days, Weinberger Asset Management, Inc has decreased its shares by 3.4K. In the recent year, Weinberger Asset Management, Inc has increased its shares by 995.