Claro Advisors LLC's ownership history for JEPI

Claro Advisors LLC currently holds 82.6K shares with a market value of $4.7M. It started holding JEPI on 2024-09-30. At its peak, it held 87.3K shares on 2025-09-30. Its highest holding value was $5.0M on 2025-09-30. At its lowest, it held 11.6K shares on 2024-09-30, with a value of $1.4M on 2024-09-30. In the recent 180 days, Claro Advisors LLC has increased its shares by 16.2K. In the recent year, Claro Advisors LLC has increased its shares by 25.4K.