CAPTRUST FINANCIAL ADVISORS's ownership history for JEPI

CAPTRUST FINANCIAL ADVISORS currently holds 345.2K shares with a market value of $19.8M. It started holding JEPI on 2024-09-30. At its peak, it held 345.2K shares on 2025-12-31. Its highest holding value was $19.8M on 2025-12-31. At its lowest, it held 216.7K shares on 2024-09-30, with a value of $12.7M on 2024-12-31. In the recent 180 days, CAPTRUST FINANCIAL ADVISORS has increased its shares by 85.4K. In the recent year, CAPTRUST FINANCIAL ADVISORS has increased its shares by 124.1K.