Sovereign Financial Group, Inc.'s ownership history for JEPI

Sovereign Financial Group, Inc. currently holds 41.2K shares with a market value of $2.4M. It started holding JEPI on 2024-09-30. At its peak, it held 41.2K shares on 2025-12-31. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 22.0K shares on 2024-09-30, with a value of $1.3M on 2024-09-30. In the recent 180 days, Sovereign Financial Group, Inc. has increased its shares by 9.7K. In the recent year, Sovereign Financial Group, Inc. has increased its shares by 17.6K.