BEAM WEALTH ADVISORS, INC.'s ownership history for JEPI

BEAM WEALTH ADVISORS, INC. currently holds 62.4K shares with a market value of $3.6M. It started holding JEPI on 2024-09-30. At its peak, it held 62.4K shares on 2025-12-31. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 49.6K shares on 2025-03-31, with a value of $2.8M on 2025-03-31. In the recent 180 days, BEAM WEALTH ADVISORS, INC. has increased its shares by 1.3K. In the recent year, BEAM WEALTH ADVISORS, INC. has increased its shares by 11.2K.