Dynamic Advisor Solutions LLC's ownership history for JEPI

Dynamic Advisor Solutions LLC currently holds 151.9K shares with a market value of $8.7M. It started holding JEPI on 2024-09-30. At its peak, it held 243.5K shares on 2025-06-30. Its highest holding value was $13.8M on 2025-06-30. At its lowest, it held 151.9K shares on 2025-12-31, with a value of $8.7M on 2025-12-31. In the recent 180 days, Dynamic Advisor Solutions LLC has decreased its shares by 91.6K. In the recent year, Dynamic Advisor Solutions LLC has decreased its shares by 19.7K.