Dakota Wealth Management's ownership history for JEPI

Dakota Wealth Management currently holds 53.4K shares with a market value of $3.0M. It started holding JEPI on 2024-09-30. At its peak, it held 57.8K shares on 2025-12-31. Its highest holding value was $3.3M on 2025-12-31. At its lowest, it held 16.9K shares on 2025-06-30, with a value of $960.3K on 2025-06-30. In the recent 180 days, Dakota Wealth Management has increased its shares by 36.5K. In the recent year, Dakota Wealth Management has increased its shares by 36.2K.