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

Beta Wealth Group, Inc. currently holds 116.5K shares with a market value of $5.6M. It started holding JPRE on 2024-09-30. At its peak, it held 116.5K shares on 2025-09-30. Its highest holding value was $5.6M on 2025-09-30. At its lowest, it held 62.0K shares on 2024-09-30, with a value of $3.2M on 2024-09-30. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 24.2K.