Principle Wealth Partners LLC's ownership history for JEPI

Principle Wealth Partners LLC currently holds 97.1K shares with a market value of $5.5M. It started holding JEPI on 2024-12-31. At its peak, it held 121.8K shares on 2025-03-31. Its highest holding value was $7.0M on 2025-03-31. At its lowest, it held 95.3K shares on 2025-12-31, with a value of $5.5M on 2025-12-31. In the recent 180 days, Principle Wealth Partners LLC has decreased its shares by 14.6K. In the recent year, Principle Wealth Partners LLC has decreased its shares by 24.7K.