Marshall Financial Group, LLC's ownership history for JEPI

Marshall Financial Group, LLC currently holds 15.1K shares with a market value of $867.0K. It started holding JEPI on 2024-09-30. At its peak, it held 114.6K shares on 2024-12-31. Its highest holding value was $6.7M on 2024-09-30. At its lowest, it held 15.1K shares on 2025-12-31, with a value of $867.0K on 2025-12-31. In the recent 180 days, Marshall Financial Group, LLC has decreased its shares by 3.1K. In the recent year, Marshall Financial Group, LLC has decreased its shares by 99.4K.