APPLETON PARTNERS INC/MA's ownership history for JEPI

APPLETON PARTNERS INC/MA currently holds 261.9K shares with a market value of $15.0K. It started holding JEPI on 2024-09-30. At its peak, it held 261.9K shares on 2025-09-30. Its highest holding value was $15.0K on 2025-09-30. At its lowest, it held 240.4K shares on 2024-09-30, with a value of $14.3K on 2024-09-30. In the recent 180 days, APPLETON PARTNERS INC/MA has increased its shares by 1.8K. In the recent year, APPLETON PARTNERS INC/MA has increased its shares by 21.5K.