Capasso Planning Partners LLC's ownership history for JEPI

Capasso Planning Partners LLC currently holds 8.5K shares with a market value of $484.6K. It started holding JEPI on 2024-06-30. At its peak, it held 9.2K shares on 2025-03-31. Its highest holding value was $523.2K on 2025-03-31. At its lowest, it held 6.7K shares on 2024-06-30, with a value of $380.2K on 2024-06-30. In the recent 180 days, Capasso Planning Partners LLC has increased its shares by 484. In the recent year, Capasso Planning Partners LLC has decreased its shares by 128.