XML Financial, LLC's ownership history for JEPI

XML Financial, LLC currently holds 22.1K shares with a market value of $1.3M. It started holding JEPI on 2024-12-31. At its peak, it held 22.1K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 6.5K shares on 2024-12-31, with a value of $376.8K on 2024-12-31. In the recent 180 days, XML Financial, LLC has increased its shares by 5.2K.