Modera Wealth Management, LLC's ownership history for JEPI

Modera Wealth Management, LLC currently holds 8.2K shares with a market value of $467.2K. It started holding JEPI on 2025-03-31. At its peak, it held 9.2K shares on 2025-06-30. Its highest holding value was $525.4K on 2025-06-30. At its lowest, it held 7.2K shares on 2025-03-31, with a value of $412.7K on 2025-03-31. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 1.1K.