Beacon Pointe Advisors, LLC's ownership history for JEPI


Beacon Pointe Advisors, LLC currently holds 446.3K shares with a market value of $25.5M. It started holding JEPI on 2024-09-30. At its peak, it held 446.3K shares on 2025-09-30. Its highest holding value was $25.5M on 2025-09-30. At its lowest, it held 369.7K shares on 2024-09-30, with a value of $22.0M on 2024-09-30. In the recent 180 days, Beacon Pointe Advisors, LLC has increased its shares by 6.5K. In the recent year, Beacon Pointe Advisors, LLC has increased its shares by 76.6K.


Beacon Pointe Advisors, LLC's ownership history for JEPI