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 $15.8 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
150,959
Previous 139,692
8.07%
Holding current value
$15.8 Million
Previous $14 Million
11.43%
% of portfolio
0.5%
Previous 0.47%
Shares
12 transactions
Others Institutions Holding JPME
# of Institutions
95Shares Held
2.96MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY703KShares$73.7 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL300KShares$31.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY282KShares$29.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC222KShares$23.3 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS219KShares$23 Million0.74% of portfolio