Herold Advisors, Inc.'s ownership history for JEPI

Herold Advisors, Inc. currently holds 54.1K shares with a market value of $3.1M. It started holding JEPI on 2024-09-30. At its peak, it held 55.0K shares on 2025-06-30. Its highest holding value was $3.1M on 2025-06-30. At its lowest, it held 51.8K shares on 2024-09-30, with a value of $3.0M on 2025-03-31. In the recent 180 days, Herold Advisors, Inc. has increased its shares by 940. In the recent year, Herold Advisors, Inc. has increased its shares by 2.3K.