Summit Financial, LLC's ownership history for JEPI

Summit Financial, LLC currently holds 193.9K shares with a market value of $11.2M. It started holding JEPI on 2025-09-30. At its peak, it held 227.2K shares on 2025-09-30. Its highest holding value was $13.0M on 2025-09-30. At its lowest, it held 193.9K shares on 2025-12-31, with a value of $11.2M on 2025-12-31.