Plan Group Financial, LLC's ownership history for JEPI

Plan Group Financial, LLC currently holds 16.2K shares with a market value of $920.5K. It started holding JEPI on 2025-03-31. At its peak, it held 16.2K shares on 2026-03-31. Its highest holding value was $920.5K on 2026-03-31. At its lowest, it held 5.1K shares on 2025-03-31, with a value of $293.8K on 2025-03-31. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 9.3K. In the recent year, Plan Group Financial, LLC has increased its shares by 11.1K.