Beta Wealth Group, Inc.'s ownership history for JEPI

Beta Wealth Group, Inc. currently holds 8.0K shares with a market value of $454.4K. It started holding JEPI on 2024-09-30. At its peak, it held 418.5K shares on 2025-03-31. Its highest holding value was $23.9M on 2025-03-31. At its lowest, it held 8.0K shares on 2025-09-30, with a value of $454.4K on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 410.5K.