Clearstead Trust, LLC's ownership history for JEPI

Clearstead Trust, LLC currently holds 128.6K shares with a market value of $7.4M. It started holding JEPI on 2024-09-30. At its peak, it held 128.6K shares on 2025-12-31. Its highest holding value was $7.4M on 2025-12-31. At its lowest, it held 7.5K shares on 2024-12-31, with a value of $427.8K on 2025-03-31. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 109.1K. In the recent year, Clearstead Trust, LLC has increased its shares by 121.1K.