Coastal Bridge Advisors, LLC's ownership history for JEPI

Coastal Bridge Advisors, LLC currently holds 617.9K shares with a market value of $35.3M. It started holding JEPI on 2024-12-31. At its peak, it held 630.3K shares on 2025-06-30. Its highest holding value was $35.8M on 2025-06-30. At its lowest, it held 501.7K shares on 2024-12-31, with a value of $28.9M on 2024-12-31. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 97.2K.