Compass Ion Advisors, LLC's ownership history for JEPI

Compass Ion Advisors, LLC currently holds 6.7K shares with a market value of $381.5K. It started holding JEPI on 2024-09-30. At its peak, it held 19.0K shares on 2024-09-30. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 6.7K shares on 2025-09-30, with a value of $381.5K on 2025-09-30. In the recent 180 days, Compass Ion Advisors, LLC has decreased its shares by 10.1K. In the recent year, Compass Ion Advisors, LLC has decreased its shares by 12.3K.