Integrated Wealth Concepts LLC's ownership history for JEPI

Integrated Wealth Concepts LLC currently holds 350.5K shares with a market value of $20.1M. It started holding JEPI on 2024-09-30. At its peak, it held 425.1K shares on 2025-06-30. Its highest holding value was $24.2M on 2025-06-30. At its lowest, it held 350.5K shares on 2025-12-31, with a value of $20.1M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 74.7K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 46.6K.