WEBSTERROGERS FINANCIAL ADVISORS, LLC's ownership history for JEPI

WEBSTERROGERS FINANCIAL ADVISORS, LLC currently holds 45.1K shares with a market value of $2.6M. It started holding JEPI on 2024-09-30. At its peak, it held 46.1K shares on 2025-03-31. Its highest holding value was $2.6M on 2025-03-31. At its lowest, it held 42.3K shares on 2024-09-30, with a value of $2.5M on 2024-12-31. In the recent 180 days, WEBSTERROGERS FINANCIAL ADVISORS, LLC has increased its shares by 321. In the recent year, WEBSTERROGERS FINANCIAL ADVISORS, LLC has decreased its shares by 972.