Colonial Trust Advisors's ownership history for JEPI

Colonial Trust Advisors currently holds 1.6K shares with a market value of $90.3K. It started holding JEPI on 2025-03-31. At its peak, it held 1.6K shares on 2026-03-31. Its highest holding value was $90.3K on 2026-03-31. At its lowest, it held 1.5K shares on 2025-03-31, with a value of $86.0K on 2025-03-31. In the recent 180 days, Colonial Trust Advisors has increased its shares by 41. In the recent year, Colonial Trust Advisors has increased its shares by 87.