LGT Financial Advisors LLC's ownership history for JEPI

LGT Financial Advisors LLC currently holds 40.6K shares with a market value of $2.3M. It started holding JEPI on 2024-09-30. At its peak, it held 41.8K shares on 2025-06-30. Its highest holding value was $2.4M on 2025-06-30. At its lowest, it held 15.8K shares on 2024-09-30, with a value of $920.6K on 2024-12-31. In the recent 180 days, LGT Financial Advisors LLC has decreased its shares by 192. In the recent year, LGT Financial Advisors LLC has increased its shares by 17.7K.