Clear Point Advisors Inc.'s ownership history for JEPI

Clear Point Advisors Inc. currently holds 5.5K shares with a market value of $314.1K. It started holding JEPI on 2024-09-30. At its peak, it held 5.5K shares on 2025-12-31. Its highest holding value was $314.1K on 2025-12-31. At its lowest, it held 4.6K shares on 2024-09-30, with a value of $271.1K on 2024-09-30. In the recent 180 days, Clear Point Advisors Inc. has increased its shares by 476. In the recent year, Clear Point Advisors Inc. has increased its shares by 235.