M Holdings Securities, Inc.'s ownership history for JEPI

M Holdings Securities, Inc. currently holds 58.9K shares with a market value of $3.3K. It started holding JEPI on 2024-09-30. At its peak, it held 69.6K shares on 2025-06-30. Its highest holding value was $40.5K on 2024-12-31. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $2.4K on 2024-09-30. In the recent 180 days, M Holdings Securities, Inc. has decreased its shares by 10.7K. In the recent year, M Holdings Securities, Inc. has increased its shares by 56.6K.