Orion Porfolio Solutions, LLC's ownership history for JEPI

Orion Porfolio Solutions, LLC currently holds 289.8K shares with a market value of $16.4M. It started holding JEPI on 2023-03-31. At its peak, it held 453.5K shares on 2025-09-30. Its highest holding value was $25.9M on 2025-09-30. At its lowest, it held 147.4K shares on 2023-03-31, with a value of $7.0M on 2025-06-30. In the recent 180 days, Orion Porfolio Solutions, LLC has decreased its shares by 163.7K. In the recent year, Orion Porfolio Solutions, LLC has decreased its shares by 71.8K.