Lifestyle Asset Management, Inc.'s ownership history for JEPI

Lifestyle Asset Management, Inc. currently holds 49.0K shares with a market value of $2.8M. It started holding JEPI on 2024-09-30. At its peak, it held 63.3K shares on 2024-12-31. Its highest holding value was $3.6M on 2024-09-30. At its lowest, it held 38.2K shares on 2025-06-30, with a value of $2.2M on 2025-06-30. In the recent 180 days, Lifestyle Asset Management, Inc. has increased its shares by 4.6K. In the recent year, Lifestyle Asset Management, Inc. has increased its shares by 5.4K.