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

Joel Isaacson & Co., LLC currently holds 45.3K shares with a market value of $2.6M. 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 increased its shares by 11.8K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 32.2K.