APPLETON PARTNERS INC/MA's ownership history for JEPI

APPLETON PARTNERS INC/MA currently holds 258.8K shares with a market value of $14.7K. It started holding JEPI on 2024-09-30. At its peak, it held 263.7K shares on 2025-12-31. Its highest holding value was $15.1K on 2025-12-31. At its lowest, it held 240.4K shares on 2024-09-30, with a value of $14.3K on 2024-09-30. In the recent 180 days, APPLETON PARTNERS INC/MA has decreased its shares by 3.1K. In the recent year, APPLETON PARTNERS INC/MA has decreased its shares by 1.2K.