Legacy Bridge, LLC's ownership history for JEPI

Legacy Bridge, LLC currently holds 14.2K shares with a market value of $812.7K. It started holding JEPI on 2024-12-31. At its peak, it held 17.5K shares on 2024-12-31. Its highest holding value was $1.0M on 2024-12-31. At its lowest, it held 13.9K shares on 2025-09-30, with a value of $793.5K on 2025-09-30. In the recent 180 days, Legacy Bridge, LLC has decreased its shares by 449. In the recent year, Legacy Bridge, LLC has decreased its shares by 3.3K.