Safe Harbor Fiduciary, LLC's ownership history for JEPI

Safe Harbor Fiduciary, LLC currently holds 100.8K shares with a market value of $5.7M. It started holding JEPI on 2025-06-30. At its peak, it held 100.8K shares on 2026-03-31. Its highest holding value was $5.7M on 2026-03-31. At its lowest, it held 99.4K shares on 2025-12-31, with a value of $5.7M on 2025-12-31. In the recent 180 days, Safe Harbor Fiduciary, LLC has increased its shares by 563.