Legacy Wealth Management, LLC / MS's ownership history for JEPI

Legacy Wealth Management, LLC / MS currently holds 6.3K shares with a market value of $355.2K. It started holding JEPI on 2025-09-30. At its peak, it held 6.3K shares on 2025-09-30. Its highest holding value was $358.7K on 2025-12-31. At its lowest, it held 6.3K shares on 2025-09-30, with a value of $355.2K on 2026-03-31. In the recent 180 days, Legacy Wealth Management, LLC / MS has increased its shares by 0.