MCCARTER PRIVATE WEALTH SERVICES LLC's ownership history for JEPI

MCCARTER PRIVATE WEALTH SERVICES LLC currently holds 23.9K shares with a market value of $1.4M. It started holding JEPI on 2024-09-30. At its peak, it held 24.7K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 7.8K shares on 2025-06-30, with a value of $442.8K on 2025-06-30. In the recent 180 days, MCCARTER PRIVATE WEALTH SERVICES LLC has increased its shares by 16.1K. In the recent year, MCCARTER PRIVATE WEALTH SERVICES LLC has increased its shares by 15.9K.