West Wealth Group, LLC's ownership history for JEPI

West Wealth Group, LLC currently holds 4.1K shares with a market value of $236.8K. It started holding JEPI on 2024-09-30. At its peak, it held 6.6K shares on 2025-03-31. Its highest holding value was $375.5K on 2025-03-31. At its lowest, it held 3.6K shares on 2025-06-30, with a value of $204.0K on 2025-06-30. In the recent 180 days, West Wealth Group, LLC has increased its shares by 494. In the recent year, West Wealth Group, LLC has decreased its shares by 1.8K.