Plan Group Financial, LLC's ownership history for JEPI

Plan Group Financial, LLC currently holds 7.0K shares with a market value of $396.8K. It started holding JEPI on 2025-03-31. At its peak, it held 7.0K shares on 2025-09-30. Its highest holding value was $396.8K on 2025-09-30. 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 1.8K.