Dynamic Advisor Solutions LLC Jpmorgan Tr. Diversified Retur Transaction History

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 150,959 shares of JPME stock, worth $16.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
150,959
Previous 139,692 8.07%
Holding current value
$16.1 Million
Previous $14 Million 11.43%
% of portfolio
0.5%
Previous 0.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$89.28 - $103.8 $1.01 Million - $1.17 Million
11,267 Added 8.07%
150,959 $15.7 Million
Q1 2025

Apr 16, 2025
BUY
$97.76 - $107.35 $3.36 Million - $3.69 Million
34,377 Added 32.64%
139,692 $14 Million
Q4 2024

Jan 21, 2025
BUY
$102.08 - $110.92 $895,649 - $973,212
8,774 Added 9.09%
105,315 $10.8 Million
Q3 2024

Oct 07, 2024
BUY
$94.32 - $105.04 $2.38 Million - $2.65 Million
25,191 Added 35.31%
96,541 $10.1 Million
Q2 2024

Jul 15, 2024
BUY
$92.68 - $98.71 $180,169 - $191,892
1,944 Added 2.8%
71,350 $6.79 Million
Q1 2024

Apr 12, 2024
BUY
$89.62 - $99.14 $1.65 Million - $1.82 Million
18,361 Added 35.97%
69,406 $6.88 Million
Q4 2023

Jan 10, 2024
BUY
$79.3 - $92.33 $653,114 - $760,429
8,236 Added 19.24%
51,045 $4.69 Million
Q3 2023

Oct 10, 2023
BUY
$83.14 - $91.18 $2.99 Million - $3.28 Million
35,984 Added 527.24%
42,809 $3.58 Million
Q2 2023

Aug 03, 2023
SELL
$82.21 - $88.3 $421,161 - $452,360
-5,123 Reduced 42.88%
6,825 $602,000
Q1 2023

Apr 10, 2023
BUY
$81.5 - $91.5 $209,536 - $235,246
2,571 Added 27.42%
11,948 $1.03 Million
Q4 2022

Jan 12, 2023
BUY
$77.11 - $88.88 $478,004 - $550,967
6,199 Added 195.06%
9,377 $0
Q3 2022

Oct 20, 2022
BUY
$76.41 - $91.43 $242,830 - $290,564
3,178 New
3,178 $243,000

Others Institutions Holding JPME

# of Institutions
96
Shares Held
2.95M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
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