TrueWealth Advisors, LLC's ownership history for JEPI

TrueWealth Advisors, LLC currently holds 47.6K shares with a market value of $2.7M. It started holding JEPI on 2024-09-30. At its peak, it held 57.6K shares on 2024-09-30. Its highest holding value was $3.4M on 2024-09-30. At its lowest, it held 47.6K shares on 2025-12-31, with a value of $2.7M on 2025-06-30. In the recent 180 days, TrueWealth Advisors, LLC has decreased its shares by 73. In the recent year, TrueWealth Advisors, LLC has decreased its shares by 5.6K.