ORG Wealth Partners, LLC's ownership history for JEPI

ORG Wealth Partners, LLC currently holds 12.8K shares with a market value of $734.8K. It started holding JEPI on 2025-03-31. At its peak, it held 15.5K shares on 2025-03-31. Its highest holding value was $883.7K on 2025-03-31. At its lowest, it held 11.8K shares on 2025-06-30, with a value of $669.3K on 2025-06-30. In the recent 180 days, ORG Wealth Partners, LLC has increased its shares by 1.1K.