Patriot Financial Group Insurance Agency, LLC's ownership history for JEPI

Patriot Financial Group Insurance Agency, LLC currently holds 314.1K shares with a market value of $17.8M. It started holding JEPI on 2024-09-30. At its peak, it held 314.1K shares on 2026-03-31. Its highest holding value was $17.8M on 2026-03-31. At its lowest, it held 153.5K shares on 2024-09-30, with a value of $8.9M on 2024-12-31. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 151.1K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 153.9K.