Comprehensive Financial Planning, Inc./PA's ownership history for JEPI

Comprehensive Financial Planning, Inc./PA currently holds 9.1K shares with a market value of $514.3K. It started holding JEPI on 2024-12-31. At its peak, it held 11.2K shares on 2024-12-31. Its highest holding value was $643.7K on 2024-12-31. At its lowest, it held 6.0K shares on 2025-03-31, with a value of $342.7K on 2025-03-31. In the recent 180 days, Comprehensive Financial Planning, Inc./PA has increased its shares by 374. In the recent year, Comprehensive Financial Planning, Inc./PA has increased its shares by 3.1K.