Dynamic Advisor Solutions LLC Jpmorgan Tr. Diversified Retur Transaction History

Dynamic Advisor Solutions LLC

$2.96 Billion
Q4 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 153,652 shares of JPME stock, worth $16.4 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

153,652

Previous 155,608 1.26%

Holding current value

$16.4 Million

Previous $16.9 Million 2.75%

% of portfolio

0.56%

Previous 0.51%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$104.95 - $108.98 $205,282 - $213,164	-1,956 Reduced 1.26%	153,652 $16.4 Million
Q3 2025 Oct 09, 2025	BUY	$103.48 - $109.86 $481,078 - $510,739	4,649 Added 3.08%	155,608 $16.9 Million
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

109

Shares Held

2.38M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Dynamic Advisor Solutions LLC Jpmorgan Tr. Diversified Retur Transaction History