Archford Capital Strategies, LLC's ownership history for JEPI

Archford Capital Strategies, LLC currently holds 7.2K shares with a market value of $405.9K. It started holding JEPI on 2024-09-30. At its peak, it held 54.3K shares on 2025-12-31. Its highest holding value was $3.1M on 2025-12-31. At its lowest, it held 4.4K shares on 2024-09-30, with a value of $264.8K on 2024-09-30. In the recent 180 days, Archford Capital Strategies, LLC has decreased its shares by 45.5K. In the recent year, Archford Capital Strategies, LLC has decreased its shares by 39.3K.