Compound Planning, Inc.'s ownership history for JEPI

Compound Planning, Inc. currently holds 15.2K shares with a market value of $868.6K. It started holding JEPI on 2024-09-30. At its peak, it held 23.8K shares on 2024-09-30. Its highest holding value was $1.4M on 2024-09-30. At its lowest, it held 8.6K shares on 2025-06-30, with a value of $487.0K on 2025-06-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 4.0K. In the recent year, Compound Planning, Inc. has decreased its shares by 8.6K.