Retirement Planning Group, LLC's ownership history for JEPI

Retirement Planning Group, LLC currently holds 79.0K shares with a market value of $4.5M. It started holding JEPI on 2024-09-30. At its peak, it held 79.0K shares on 2025-09-30. Its highest holding value was $4.5M on 2025-09-30. At its lowest, it held 46.5K shares on 2024-09-30, with a value of $2.8M on 2024-09-30. In the recent 180 days, Retirement Planning Group, LLC has increased its shares by 25.9K. In the recent year, Retirement Planning Group, LLC has increased its shares by 32.5K.