Dynamic Advisor Solutions LLC's ownership history for JEPI

Dynamic Advisor Solutions LLC currently holds 233.5K shares with a market value of $13.3M. 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 171.6K shares on 2024-12-31, with a value of $9.9M on 2024-12-31. In the recent 180 days, Dynamic Advisor Solutions LLC has decreased its shares by 6.1K. In the recent year, Dynamic Advisor Solutions LLC has increased its shares by 48.6K.