Joel Isaacson & Co., LLC's ownership history for JEPI

Joel Isaacson & Co., LLC currently holds 38.5K shares with a market value of $2.2M. It started holding JEPI on 2024-09-30. At its peak, it held 45.3K shares on 2025-09-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 13.2K shares on 2024-09-30, with a value of $756.9K on 2024-12-31. In the recent 180 days, Joel Isaacson & Co., LLC has decreased its shares by 6.9K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 5.0K.