Bleakley Financial Group, LLC's ownership history for JEPI

Bleakley Financial Group, LLC currently holds 28.3K shares with a market value of $1.6M. It started holding JEPI on 2024-09-30. At its peak, it held 174.3K shares on 2025-09-30. Its highest holding value was $10.0M on 2025-09-30. At its lowest, it held 28.3K shares on 2026-03-31, with a value of $1.6M on 2026-03-31. In the recent 180 days, Bleakley Financial Group, LLC has decreased its shares by 146.0K. In the recent year, Bleakley Financial Group, LLC has decreased its shares by 12.4K.