MCDONALD PARTNERS LLC's ownership history for JEPI

MCDONALD PARTNERS LLC currently holds 44.5K shares with a market value of $2.5M. It started holding JEPI on 2024-09-30. At its peak, it held 44.5K shares on 2026-03-31. Its highest holding value was $2.5M on 2026-03-31. At its lowest, it held 30.8K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, MCDONALD PARTNERS LLC has increased its shares by 5.5K. In the recent year, MCDONALD PARTNERS LLC has increased its shares by 10.5K.