Round Rock Advisors, LLC's ownership history for JEPI

Round Rock Advisors, LLC currently holds 35.4K shares with a market value of $2.0M. It started holding JEPI on 2024-09-30. At its peak, it held 39.7K shares on 2025-03-31. Its highest holding value was $2.3M on 2025-03-31. At its lowest, it held 34.6K shares on 2025-09-30, with a value of $2.0M on 2025-09-30. In the recent 180 days, Round Rock Advisors, LLC has increased its shares by 294. In the recent year, Round Rock Advisors, LLC has decreased its shares by 102.