Herold Advisors, Inc.'s ownership history for JEPI

Herold Advisors, Inc. currently holds 59.9K shares with a market value of $3.4M. It started holding JEPI on 2024-09-30. At its peak, it held 59.9K shares on 2026-03-31. Its highest holding value was $3.4M on 2026-03-31. 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 5.8K. In the recent year, Herold Advisors, Inc. has increased its shares by 6.8K.