Private Wealth Partners, LLC's ownership history for JEPI

Private Wealth Partners, LLC currently holds 19.3K shares with a market value of $1.1M. It started holding JEPI on 2024-09-30. At its peak, it held 66.9K shares on 2025-06-30. Its highest holding value was $3.8M on 2025-06-30. At its lowest, it held 19.3K shares on 2025-12-31, with a value of $1.1M on 2025-12-31. In the recent 180 days, Private Wealth Partners, LLC has decreased its shares by 47.6K. In the recent year, Private Wealth Partners, LLC has decreased its shares by 17.1K.