Cornerstone Wealth Group, LLC's ownership history for JEPI

Cornerstone Wealth Group, LLC currently holds 14.2K shares with a market value of $814.6K. It started holding JEPI on 2024-09-30. At its peak, it held 105.9K shares on 2025-12-31. Its highest holding value was $6.1M on 2025-12-31. At its lowest, it held 14.2K shares on 2026-03-31, with a value of $814.6K on 2026-03-31. In the recent 180 days, Cornerstone Wealth Group, LLC has decreased its shares by 86.0K. In the recent year, Cornerstone Wealth Group, LLC has decreased its shares by 87.0K.