MILESTONE ASSET MANAGEMENT, LLC's ownership history for JEPI

MILESTONE ASSET MANAGEMENT, LLC currently holds 131.0K shares with a market value of $7.4M. It started holding JEPI on 2024-09-30. At its peak, it held 131.0K shares on 2026-03-31. Its highest holding value was $7.4M on 2026-03-31. At its lowest, it held 80.9K shares on 2024-09-30, with a value of $4.8M on 2024-09-30. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 11.3K. In the recent year, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 41.1K.