Coordinated Financial Services, Inc.'s ownership history for JEPI

Coordinated Financial Services, Inc. currently holds 27.2K shares with a market value of $1.6M. It started holding JEPI on 2024-12-31. At its peak, it held 27.6K shares on 2025-06-30. Its highest holding value was $1.6M on 2025-06-30. At its lowest, it held 26.9K shares on 2024-12-31, with a value of $1.5M on 2024-12-31. In the recent 180 days, Coordinated Financial Services, Inc. has increased its shares by 221.