Lifeworks Advisors, LLC's ownership history for JEPI

Lifeworks Advisors, LLC currently holds 31.9K shares with a market value of $1.8M. It started holding JEPI on 2024-09-30. At its peak, it held 52.6K shares on 2025-09-30. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 4.3K shares on 2024-12-31, with a value of $249.9K on 2024-12-31. In the recent 180 days, Lifeworks Advisors, LLC has decreased its shares by 18.8K. In the recent year, Lifeworks Advisors, LLC has increased its shares by 27.5K.