Leverty Financial Group, LLC's ownership history for JEPI

Leverty Financial Group, LLC currently holds 4.4K shares with a market value of $251.3K. It started holding JEPI on 2024-09-30. At its peak, it held 513.8K shares on 2024-12-31. Its highest holding value was $30.0M on 2024-09-30. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $206.1K on 2025-09-30. In the recent 180 days, Leverty Financial Group, LLC has increased its shares by 303. In the recent year, Leverty Financial Group, LLC has decreased its shares by 500.3K.