Capital Analysts, LLC's ownership history for JEPI

Capital Analysts, LLC currently holds 209.1K shares with a market value of $11.9K. It started holding JEPI on 2024-09-30. At its peak, it held 209.1K shares on 2026-03-31. Its highest holding value was $11.9K on 2026-03-31. At its lowest, it held 177.2K shares on 2025-03-31, with a value of $10.1K on 2025-03-31. In the recent 180 days, Capital Analysts, LLC has increased its shares by 16.7K. In the recent year, Capital Analysts, LLC has increased its shares by 31.9K.