Ownership history in Dynamic Advisor Solutions LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in JP MORGAN EXCHANGE TRADED FD (JPST). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 598,814 | +27,997 | +4.9% | 0.97% | $30.3M | $50.25 |
| 2025 Q3 | REDUCED | 570,817 | -13,604 | -2.3% | 0.84% | $29.0M | $49.67 |
| 2025 Q2 | ADDED | 584,421 | +48,285 | +9.0% | 0.91% | $29.6M | $49.07 |
| 2025 Q1 | ADDED | 536,136 | +250,034 | +87.4% | 0.89% | $27.1M | $48.47 |
| 2024 Q4 | ADDED | 286,102 | +11,155 | +4.1% | 0.62% | $14.4M | $47.87 |
| 2024 Q3 | ADDED | 274,947 | +932 | +0.3% | 0.42% | $14.0M | $47.44 |
| 2024 Q2 | REDUCED | 274,015 | -3,235 | -1.2% | 0.44% | $13.8M | $46.56 |
| 2024 Q1 | REDUCED | 277,250 | -1,072 | -0.4% | 0.47% | $14.0M | $45.93 |
| 2023 Q4 | REDUCED | 278,322 | -11,507 | -4.0% | 0.52% | $14.0M | $45.33 |
| 2023 Q3 | REDUCED | 289,829 | -109,382 | -27.4% | 0.69% | $14.5M | $44.49 |
As of 2025 Q4 — sorted by position size