Concord Wealth Partners's ownership history for JEPI

Concord Wealth Partners currently holds 48.3K shares with a market value of $2.7M. It started holding JEPI on 2024-09-30. At its peak, it held 48.3K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 23.6K shares on 2025-06-30, with a value of $1.3M on 2025-06-30. In the recent 180 days, Concord Wealth Partners has increased its shares by 24.2K. In the recent year, Concord Wealth Partners has increased its shares by 19.4K.