Cornerstone Advisory, LLC's ownership history for JEPI

Cornerstone Advisory, LLC currently holds 2.0M shares with a market value of $115.7M. It started holding JEPI on 2024-09-30. At its peak, it held 2.0M shares on 2025-09-30. Its highest holding value was $115.7M on 2025-09-30. At its lowest, it held 1.7M shares on 2024-09-30, with a value of $102.8M on 2024-09-30. In the recent 180 days, Cornerstone Advisory, LLC has increased its shares by 99.9K. In the recent year, Cornerstone Advisory, LLC has increased its shares by 298.3K.