Heritage Trust Co's ownership history for JEPI

Heritage Trust Co currently holds 68.0K shares with a market value of $3.9M. It started holding JEPI on 2024-12-31. At its peak, it held 75.9K shares on 2025-03-31. Its highest holding value was $4.3M on 2025-03-31. At its lowest, it held 68.0K shares on 2025-09-30, with a value of $3.9M on 2025-09-30. In the recent 180 days, Heritage Trust Co has decreased its shares by 7.9K.