JPMB — J P MORGAN EXCHANGE TRADED F

Ownership history in Dynamic Advisor Solutions LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q4)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,500 — 0% 0.01% $262K $39.99
2025 Q3 UNCHANGED 6,500 — 0% 0.01% $262K $39.24
2025 Q2 ADDED 6,500 +1,500 +30.0% 0.01% $253K $37.32
2024 Q3 INITIATED 5,000 — — 0.01% $203K $36.78
% of Fund (quarterly)    JPMB price (monthly, adj. close)

Other funds also holding JPMB

As of 2025 Q4 — sorted by position size

Bright Futures Wealth Management, LLC. 1.07% ARQ WEALTH ADVISORS, LLC 3Y 0.85% Cambria Investment Management, L.P. 3Y 7Y 0.3% RiverFront Investment Group, LLC 3Y 7Y 0.09% Convergence Financial, LLC 0.05% LGT Financial Advisors LLC 3Y 0.03% Focus Financial Network, Inc. 0.03% Equitable Holdings, Inc. 3Y 0.02% Pure Financial Advisors, LLC 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0%
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