EP Wealth Advisors, LLC's ownership history for JEPI

EP Wealth Advisors, LLC currently holds 263.4K shares with a market value of $15.0M. It started holding JEPI on 2024-09-30. At its peak, it held 274.7K shares on 2024-12-31. Its highest holding value was $15.8M on 2024-12-31. At its lowest, it held 261.2K shares on 2024-09-30, with a value of $15.0M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 11.3K.