Waverly Advisors, LLC's ownership history for JEPI

Waverly Advisors, LLC currently holds 349.5K shares with a market value of $20.0M. It started holding JEPI on 2024-12-31. At its peak, it held 378.9K shares on 2025-06-30. Its highest holding value was $21.5M on 2025-06-30. At its lowest, it held 263.3K shares on 2024-12-31, with a value of $15.1M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 14.6K.