XML Financial, LLC's ownership history for JEPI

XML Financial, LLC currently holds 30.6K shares with a market value of $1.7M. It started holding JEPI on 2024-12-31. At its peak, it held 30.6K shares on 2026-03-31. Its highest holding value was $1.7M on 2026-03-31. 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 8.5K. In the recent year, XML Financial, LLC has increased its shares by 13.7K.