Concorde Asset Management, LLC's ownership history for JEPI

Concorde Asset Management, LLC currently holds 15.5K shares with a market value of $886.9K. It started holding JEPI on 2024-12-31. At its peak, it held 16.9K shares on 2025-09-30. Its highest holding value was $959.0K on 2025-09-30. At its lowest, it held 8.7K shares on 2024-12-31, with a value of $499.5K on 2024-12-31. In the recent 180 days, Concorde Asset Management, LLC has increased its shares by 3.6K.