Generation Capital Management LLC's ownership history for JEPI

Generation Capital Management LLC currently holds 27.9K shares with a market value of $1.6M. It started holding JEPI on 2024-12-31. At its peak, it held 29.6K shares on 2025-12-31. Its highest holding value was $1.7M on 2025-12-31. At its lowest, it held 10.0K shares on 2024-12-31, with a value of $575.6K on 2024-12-31. In the recent 180 days, Generation Capital Management LLC has increased its shares by 498. In the recent year, Generation Capital Management LLC has increased its shares by 5.5K.