Beta Wealth Group, Inc.'s ownership history for JEPI

Beta Wealth Group, Inc. currently holds 4.3K shares with a market value of $246.2K. It started holding JEPI on 2024-09-30. At its peak, it held 418.5K shares on 2025-03-31. Its highest holding value was $23.9M on 2025-03-31. At its lowest, it held 4.3K shares on 2025-12-31, with a value of $246.2K on 2025-12-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 250.9K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 215.9K.