CreativeOne Wealth, LLC's ownership history for JEPI

CreativeOne Wealth, LLC currently holds 215.4K shares with a market value of $12.3M. It started holding JEPI on 2024-09-30. At its peak, it held 226.3K shares on 2025-09-30. Its highest holding value was $13.0M on 2024-12-31. At its lowest, it held 190.4K shares on 2025-03-31, with a value of $10.9M on 2025-03-31. In the recent 180 days, CreativeOne Wealth, LLC has increased its shares by 249. In the recent year, CreativeOne Wealth, LLC has decreased its shares by 10.7K.