Dynamic Advisor Solutions LLC Jp Morgan Diversified Return Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$53.03 - $56.92 $98,688 - $105,928	-1,861 Reduced 32.54%	3,858 $208,000
Q1 2024 Apr 12, 2024	SELL	$51.04 - $54.18 $30,011 - $31,857	-588 Reduced 9.32%	5,719 $305,000
Q4 2023 Jan 10, 2024	SELL	$47.68 - $52.39 $9,965 - $10,949	-209 Reduced 3.21%	6,307 $329,000
Q3 2023 Oct 10, 2023	SELL	$50.11 - $53.14 $20,444 - $21,681	-408 Reduced 5.89%	6,516 $328,000
Q2 2023 Aug 03, 2023	SELL	$49.67 - $52.49 $6,159 - $6,508	-124 Reduced 1.76%	6,924 $349,000
Q1 2023 Apr 10, 2023	SELL	$49.13 - $52.77 $134,174 - $144,114	-2,731 Reduced 27.93%	7,048 $355,000
Q4 2022 Jan 12, 2023	BUY	$44.98 - $50.79 $101,789 - $114,937	2,263 Added 30.11%	9,779 $0
Q3 2022 Oct 20, 2022	BUY	$44.6 - $51.11 $118,323 - $135,594	2,653 Added 54.55%	7,516 $335,000
Q2 2022 Jul 27, 2022	BUY	$49.0 - $57.04 $25,970 - $30,231	530 Added 12.23%	4,863 $240,000
Q1 2022 Apr 11, 2022	SELL	$52.06 - $59.22 $33,786 - $38,433	-649 Reduced 13.03%	4,333 $241,000
Q4 2021 Jan 26, 2022	BUY	$55.08 - $58.89 $46,873 - $50,115	851 Added 20.6%	4,982 $283,000
Q3 2021 Oct 28, 2021	BUY	$57.08 - $60.7 $42,638 - $45,342	747 Added 22.07%	4,131 $238,000
Q2 2021 Aug 10, 2021	BUY	$56.46 - $61.33 $191,060 - $207,540	3,384 New	3,384 $201,000

Others Institutions Holding JPEM

# of Institutions

132

Shares Held

5.15M

Call Options Held

0

Put Options Held

0

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