Stonebridge Financial Group, LLC's ownership history for JEPI

Stonebridge Financial Group, LLC currently holds 149.0K shares with a market value of $8.4M. It started holding JEPI on 2024-12-31. At its peak, it held 226.1K shares on 2024-12-31. Its highest holding value was $13.0M on 2024-12-31. At its lowest, it held 118.4K shares on 2025-06-30, with a value of $6.7M on 2025-06-30. In the recent 180 days, Stonebridge Financial Group, LLC has increased its shares by 25.7K. In the recent year, Stonebridge Financial Group, LLC has decreased its shares by 21.8K.