Capital Planning Advisors, LLC's ownership history for JIRE

Capital Planning Advisors, LLC currently holds 325.3K shares with a market value of $24.6M. It started holding JIRE on 2025-06-30. At its peak, it held 325.3K shares on 2026-03-31. Its highest holding value was $24.6M on 2026-03-31. At its lowest, it held 279.6K shares on 2025-06-30, with a value of $19.8M on 2025-06-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 19.0K.