Key FInancial Inc's ownership history for JEPI

Key FInancial Inc currently holds 9.5K shares with a market value of $539.4K. It started holding JEPI on 2024-09-30. At its peak, it held 9.9K shares on 2025-06-30. Its highest holding value was $583.1K on 2024-09-30. At its lowest, it held 9.5K shares on 2025-09-30, with a value of $539.4K on 2025-09-30. In the recent 180 days, Key FInancial Inc has decreased its shares by 310.