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

Coordinated Financial Services, Inc. currently holds 17.1K shares with a market value of $966.5K. 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 17.1K shares on 2026-03-31, with a value of $966.5K on 2026-03-31. In the recent 180 days, Coordinated Financial Services, Inc. has decreased its shares by 10.1K. In the recent year, Coordinated Financial Services, Inc. has decreased its shares by 9.9K.