Cornerstone Wealth Group, LLC's ownership history for JEPI

Cornerstone Wealth Group, LLC currently holds 100.2K shares with a market value of $5.7M. It started holding JEPI on 2024-09-30. At its peak, it held 101.2K shares on 2025-03-31. Its highest holding value was $5.8M on 2025-03-31. At its lowest, it held 75.1K shares on 2024-09-30, with a value of $4.4M on 2024-12-31. In the recent 180 days, Cornerstone Wealth Group, LLC has decreased its shares by 1.0K. In the recent year, Cornerstone Wealth Group, LLC has increased its shares by 25.1K.