Advisor OS, LLC's ownership history for JPIE

Advisor OS, LLC currently holds 15.1K shares with a market value of $700.0K. It started holding JPIE on 2025-03-31. At its peak, it held 28.8K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-06-30. At its lowest, it held 15.1K shares on 2025-12-31, with a value of $700.0K on 2025-12-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 13.7K.