EHRLICH FINANCIAL GROUP's ownership history for JEPI

EHRLICH FINANCIAL GROUP currently holds 52.8K shares with a market value of $3.0M. It started holding JEPI on 2024-09-30. At its peak, it held 60.0K shares on 2025-06-30. Its highest holding value was $3.5M on 2024-09-30. At its lowest, it held 52.8K shares on 2026-03-31, with a value of $3.0M on 2026-03-31. In the recent 180 days, EHRLICH FINANCIAL GROUP has decreased its shares by 5.9K. In the recent year, EHRLICH FINANCIAL GROUP has decreased its shares by 4.3K.