Beaumont Financial Advisors, LLC's ownership history for JEPI

Beaumont Financial Advisors, LLC currently holds 37.9K shares with a market value of $2.1M. It started holding JEPI on 2024-09-30. At its peak, it held 52.7K shares on 2024-09-30. Its highest holding value was $3.1M on 2024-09-30. At its lowest, it held 37.9K shares on 2026-03-31, with a value of $2.1M on 2026-03-31. In the recent 180 days, Beaumont Financial Advisors, LLC has decreased its shares by 1.1K. In the recent year, Beaumont Financial Advisors, LLC has decreased its shares by 14.2K.