Waverly Advisors, LLC's ownership history for JEPI

Waverly Advisors, LLC currently holds 544.9K shares with a market value of $30.9M. It started holding JEPI on 2024-12-31. At its peak, it held 544.9K shares on 2026-03-31. Its highest holding value was $30.9M on 2026-03-31. At its lowest, it held 263.3K shares on 2024-12-31, with a value of $15.1M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 195.3K. In the recent year, Waverly Advisors, LLC has increased its shares by 180.7K.