Walkner Condon Financial Advisors LLC's ownership history for JEPI

Walkner Condon Financial Advisors LLC currently holds 55.8K shares with a market value of $3.2M. It started holding JEPI on 2024-09-30. At its peak, it held 121.6K shares on 2024-12-31. Its highest holding value was $7.0M on 2024-12-31. At its lowest, it held 55.8K shares on 2026-03-31, with a value of $3.2M on 2026-03-31. In the recent 180 days, Walkner Condon Financial Advisors LLC has decreased its shares by 12.9K. In the recent year, Walkner Condon Financial Advisors LLC has decreased its shares by 44.1K.