Shum Financial Group, Inc.'s ownership history for JEPI

Shum Financial Group, Inc. currently holds 8.4K shares with a market value of $477.3K. It started holding JEPI on 2024-09-30. At its peak, it held 8.4K shares on 2024-09-30. Its highest holding value was $499.6K on 2024-09-30. At its lowest, it held 8.4K shares on 2025-09-30, with a value of $477.3K on 2025-09-30. In the recent 180 days, Shum Financial Group, Inc. has decreased its shares by 17.