Evercore Wealth Management, LLC's ownership history for JEPI

Evercore Wealth Management, LLC currently holds 14.3K shares with a market value of $818.5K. It started holding JEPI on 2024-09-30. At its peak, it held 14.3K shares on 2025-06-30. Its highest holding value was $818.5K on 2025-09-30. At its lowest, it held 9.3K shares on 2024-09-30, with a value of $533.3K on 2025-03-31. In the recent 180 days, Evercore Wealth Management, LLC has increased its shares by 5.0K. In the recent year, Evercore Wealth Management, LLC has increased its shares by 5.0K.