Allen Capital Group, LLC's ownership history for JEPI

Allen Capital Group, LLC currently holds 238.2K shares with a market value of $13.6M. It started holding JEPI on 2024-09-30. At its peak, it held 254.3K shares on 2025-06-30. Its highest holding value was $14.5M on 2025-06-30. At its lowest, it held 192.2K shares on 2024-09-30, with a value of $11.4M on 2024-09-30. In the recent 180 days, Allen Capital Group, LLC has decreased its shares by 16.1K. In the recent year, Allen Capital Group, LLC has increased its shares by 34.3K.