Cornerstone Planning Group LLC's ownership history for JEPI

Cornerstone Planning Group LLC currently holds 786 shares with a market value of $44.7K. It started holding JEPI on 2025-06-30. At its peak, it held 786 shares on 2025-09-30. Its highest holding value was $44.7K on 2025-09-30. At its lowest, it held 685 shares on 2025-06-30, with a value of $38.3K on 2025-06-30.