UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for JEPI

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 285.6K shares with a market value of $16.2M. It started holding JEPI on 2024-09-30. At its peak, it held 285.6K shares on 2026-03-31. Its highest holding value was $16.2M on 2026-03-31. At its lowest, it held 24.7K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 243.7K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 257.2K.