Kovitz Investment Group Partners, LLC's ownership history for JEPI

Kovitz Investment Group Partners, LLC currently holds 83.1K shares with a market value of $4.7M. It started holding JEPI on 2024-09-30. At its peak, it held 136.9K shares on 2025-03-31. Its highest holding value was $7.9M on 2024-09-30. At its lowest, it held 83.1K shares on 2025-09-30, with a value of $4.7M on 2025-09-30. In the recent 180 days, Kovitz Investment Group Partners, LLC has decreased its shares by 53.8K. In the recent year, Kovitz Investment Group Partners, LLC has decreased its shares by 51.3K.