Dynamic Advisor Solutions LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 120,318 shares of JEPQ stock, worth $6.86 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

120,318

Previous 129,696 7.23%

Holding current value

$6.86 Million

Previous $7.06 Million 1.91%

% of portfolio

0.21%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$53.81 - $57.52 $504,630 - $539,422	-9,378 Reduced 7.23%	120,318 $6.92 Million
Q2 2025 Jul 09, 2025	SELL	$45.88 - $54.4 $203,523 - $241,318	-4,436 Reduced 3.31%	129,696 $7.06 Million
Q1 2025 Apr 16, 2025	BUY	$51.45 - $58.51 $34,059 - $38,733	662 Added 0.5%	134,132 $6.95 Million
Q4 2024 Jan 21, 2025	BUY	$53.94 - $58.15 $1.23 Million - $1.32 Million	22,778 Added 20.58%	133,470 $7.53 Million
Q3 2024 Oct 07, 2024	BUY	$49.7 - $56.11 $278,667 - $314,608	5,607 Added 5.34%	110,692 $6.08 Million
Q2 2024 Jul 15, 2024	SELL	$50.84 - $55.56 $2,592 - $2,833	-51 Reduced 0.05%	105,085 $5.83 Million
Q1 2024 Apr 12, 2024	SELL	$49.02 - $54.29 $1.07 Million - $1.18 Million	-21,789 Reduced 17.17%	105,136 $5.7 Million
Q4 2023 Jan 10, 2024	BUY	$45.1 - $50.32 $2.26 Million - $2.52 Million	50,038 Added 65.08%	126,925 $6.34 Million
Q3 2023 Oct 10, 2023	BUY	$46.47 - $49.43 $894,593 - $951,576	19,251 Added 33.4%	76,887 $3.61 Million
Q2 2023 Aug 03, 2023	BUY	$44.13 - $48.37 $661,464 - $725,017	14,989 Added 35.15%	57,636 $2.79 Million
Q1 2023 Apr 10, 2023	BUY	$40.25 - $45.09 $613,691 - $687,487	15,247 Added 55.65%	42,647 $1.92 Million
Q4 2022 Jan 12, 2023	BUY	$40.31 - $44.62 $278,824 - $308,636	6,917 Added 33.77%	27,400 $0
Q3 2022 Oct 20, 2022	BUY	$41.65 - $49.9 $605,924 - $725,945	14,548 Added 245.12%	20,483 $853,000
Q2 2022 Jul 27, 2022	BUY	$44.06 - $51.1 $261,496 - $303,278	5,935 New	5,935 $272,000

Others Institutions Holding JEPQ

# of Institutions

856

Shares Held

250M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Dynamic Advisor Solutions LLC J P Morgan ETF Tr Nasdaq Equit Transaction History