Wellington Shields & Co., LLC's ownership history for JEPI

Wellington Shields & Co., LLC currently holds 2.5K shares with a market value of $141.7K. It started holding JEPI on 2024-09-30. At its peak, it held 3.0K shares on 2025-12-31. Its highest holding value was $172.3K on 2025-12-31. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $141.7K on 2026-03-31. In the recent 180 days, Wellington Shields & Co., LLC has increased its shares by 0. In the recent year, Wellington Shields & Co., LLC has increased its shares by 0.