NewEdge Wealth, LLC's ownership history for JEPI


NewEdge Wealth, LLC currently holds 60.6K shares with a market value of $3.4M. It started holding JEPI on 2024-09-30. At its peak, it held 110.0K shares on 2024-12-31. Its highest holding value was $6.5M on 2024-09-30. At its lowest, it held 54.5K shares on 2025-06-30, with a value of $3.0M on 2025-06-30. In the recent 180 days, NewEdge Wealth, LLC has decreased its shares by 16.1K. In the recent year, NewEdge Wealth, LLC has decreased its shares by 48.0K.


NewEdge Wealth, LLC's ownership history for JEPI