Berger Financial Group, Inc's ownership history for JEPI

Berger Financial Group, Inc currently holds 22.8K shares with a market value of $1.3M. It started holding JEPI on 2024-09-30. At its peak, it held 27.8K shares on 2025-12-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 7.6K shares on 2024-09-30, with a value of $452.1K on 2024-09-30. In the recent 180 days, Berger Financial Group, Inc has decreased its shares by 4.3K. In the recent year, Berger Financial Group, Inc has increased its shares by 14.5K.