Capital Analysts, LLC's ownership history for JEPI

Capital Analysts, LLC currently holds 187.9K shares with a market value of $10.8K. It started holding JEPI on 2024-09-30. At its peak, it held 192.4K shares on 2025-09-30. Its highest holding value was $11.0K on 2025-09-30. At its lowest, it held 177.2K shares on 2025-03-31, with a value of $10.1K on 2025-03-31. In the recent 180 days, Capital Analysts, LLC has increased its shares by 586. In the recent year, Capital Analysts, LLC has increased its shares by 4.9K.