Heritage Trust Co's ownership history for JEPI

Heritage Trust Co currently holds 61.3K shares with a market value of $3.5M. It started holding JEPI on 2024-12-31. At its peak, it held 75.9K shares on 2025-03-31. Its highest holding value was $4.3M on 2025-03-31. At its lowest, it held 61.3K shares on 2025-12-31, with a value of $3.5M on 2025-12-31. In the recent 180 days, Heritage Trust Co has decreased its shares by 8.1K. In the recent year, Heritage Trust Co has decreased its shares by 13.5K.