CALTON & ASSOCIATES, INC.'s ownership history for JEPI

CALTON & ASSOCIATES, INC. currently holds 76.2K shares with a market value of $4.3M. It started holding JEPI on 2024-09-30. At its peak, it held 79.8K shares on 2025-09-30. Its highest holding value was $4.6M on 2025-09-30. At its lowest, it held 3.9K shares on 2024-12-31, with a value of $221.9K on 2024-12-31. In the recent 180 days, CALTON & ASSOCIATES, INC. has decreased its shares by 3.6K. In the recent year, CALTON & ASSOCIATES, INC. has increased its shares by 72.3K.