Carnegie Lake Advisors LLC's ownership history for JEPI

Carnegie Lake Advisors LLC currently holds 14.8K shares with a market value of $838.1K. It started holding JEPI on 2024-09-30. At its peak, it held 15.1K shares on 2025-09-30. Its highest holding value was $863.8K on 2025-09-30. At its lowest, it held 9.2K shares on 2025-03-31, with a value of $527 on 2025-03-31. In the recent 180 days, Carnegie Lake Advisors LLC has decreased its shares by 340. In the recent year, Carnegie Lake Advisors LLC has increased its shares by 5.6K.