Dynamic Advisor Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Dynamic Advisor Solutions’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.27M	Buy	50,577 +3,400	+7%	+$155K	0.06%	291
2026 Q2	$2.17M	Buy	47,177 +3,755	+9%	+$173K	0.06%	319
2026 Q1	$2M	Buy	43,422 +2,716	+7%	+$126K	0.06%	312
2025 Q4	$1.88M	Buy	40,706 +4,407	+12%	+$204K	0.06%	306
2025 Q3	$1.68M	Buy	36,299 +8,057	+29%	+$373K	0.05%	356
2025 Q2	$1.31M	Buy	28,242 +8,044	+40%	+$369K	0.04%	387
2025 Q1	$931K	Buy	20,198 +8,251	+69%	+$379K	0.03%	439
2024 Q4	$545K	Buy	+11,947	New	+$548K	0.02%	416
2022 Q3	–	Sell	-15,350	Closed	-$704K	–	722
2022 Q2	$704K	Buy	+15,350	New	+$723K	0.05%	314

Other funds holding JPIE

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Dynamic Advisor Solutions's JPIE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Income ETF (JPIE) stake by 7.2% in Q3 2026, buying an estimated $155K and bringing the position to 50,577 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #291.

Dynamic Advisor Solutions first reported a position in JPIE in Q2 2022 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Dynamic Advisor Solutions held 50,577 shares of JPMorgan Income ETF worth $2.27M as of Q3 2026.
Dynamic Advisor Solutions bought 3,400 JPMorgan Income ETF shares in Q3 2026, an estimated $155K.
JPMorgan Income ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #291 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 9 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.