CAPTRUST FINANCIAL ADVISORS's ownership history for JEPI

CAPTRUST FINANCIAL ADVISORS currently holds 326.4K shares with a market value of $18.6M. It started holding JEPI on 2024-09-30. At its peak, it held 326.4K shares on 2025-09-30. Its highest holding value was $18.6M on 2025-09-30. At its lowest, it held 216.7K shares on 2024-09-30, with a value of $12.7M on 2024-12-31. In the recent 180 days, CAPTRUST FINANCIAL ADVISORS has increased its shares by 83.7K. In the recent year, CAPTRUST FINANCIAL ADVISORS has increased its shares by 109.6K.