LRI Investments, LLC's ownership history for JEPI

LRI Investments, LLC currently holds 26.9K shares with a market value of $1.5M. It started holding JEPI on 2024-09-30. At its peak, it held 26.9K shares on 2025-09-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 21.5K shares on 2025-03-31, with a value of $1.2M on 2025-03-31. In the recent 180 days, LRI Investments, LLC has increased its shares by 5.4K. In the recent year, LRI Investments, LLC has increased its shares by 5.2K.