Summit Financial, LLC's ownership history for JEPI

Summit Financial, LLC currently holds 239.9K shares with a market value of $13.6M. It started holding JEPI on 2025-09-30. At its peak, it held 239.9K shares on 2026-03-31. Its highest holding value was $13.6M on 2026-03-31. At its lowest, it held 193.9K shares on 2025-12-31, with a value of $11.2M on 2025-12-31. In the recent 180 days, Summit Financial, LLC has increased its shares by 12.6K.