SMART Wealth LLC's ownership history for JEPI

SMART Wealth LLC currently holds 108.9K shares with a market value of $6.2M. It started holding JEPI on 2023-12-31. At its peak, it held 149.4K shares on 2025-06-30. Its highest holding value was $8.5M on 2025-06-30. At its lowest, it held 4.6K shares on 2023-12-31, with a value of $254.6K on 2023-12-31. In the recent 180 days, SMART Wealth LLC has decreased its shares by 40.5K. In the recent year, SMART Wealth LLC has increased its shares by 447.