KKM Financial LLC's ownership history for JEPI

KKM Financial LLC currently holds 10.5K shares with a market value of $601.9K. It started holding JEPI on 2024-09-30. At its peak, it held 20.1K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-03-31. At its lowest, it held 10.5K shares on 2025-09-30, with a value of $601.9K on 2025-09-30. In the recent 180 days, KKM Financial LLC has decreased its shares by 9.6K. In the recent year, KKM Financial LLC has decreased its shares by 4.4K.