Element Wealth, LLC's ownership history for JEPI

Element Wealth, LLC currently holds 4.9K shares with a market value of $279.8K. It started holding JEPI on 2024-09-30. At its peak, it held 7.9K shares on 2024-09-30. Its highest holding value was $471.6K on 2024-09-30. At its lowest, it held 3.8K shares on 2025-06-30, with a value of $218.5K on 2025-06-30. In the recent 180 days, Element Wealth, LLC has increased its shares by 1.0K. In the recent year, Element Wealth, LLC has increased its shares by 623.