Plotkin Financial Advisors, LLC's ownership history for JEPI


Plotkin Financial Advisors, LLC currently holds 23.5K shares with a market value of $1.3M. It started holding JEPI on 2021-06-30. At its peak, it held 46.4K shares on 2023-06-30. Its highest holding value was $2.6M on 2023-06-30. At its lowest, it held 4.1K shares on 2021-06-30, with a value of $246.3K on 2021-06-30. In the recent 180 days, Plotkin Financial Advisors, LLC has decreased its shares by 5.2K. In the recent year, Plotkin Financial Advisors, LLC has decreased its shares by 7.7K.


Plotkin Financial Advisors, LLC's ownership history for JEPI