Tandem Financial, LLC's ownership history for JEPI

Tandem Financial, LLC currently holds 13.1K shares with a market value of $756.7K. It started holding JEPI on 2024-12-31. At its peak, it held 18.3K shares on 2025-06-30. Its highest holding value was $1.0M on 2025-06-30. At its lowest, it held 13.1K shares on 2024-12-31, with a value of $756.7K on 2024-12-31. In the recent 180 days, Tandem Financial, LLC has decreased its shares by 5.3K. In the recent year, Tandem Financial, LLC has increased its shares by 0.