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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dynamic Advisor Solutions's JPIE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Income ETF (JPIE) stake by 8.6% in Q2 2026, buying an estimated $173K and bringing the position to 47,177 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #319.

Dynamic Advisor Solutions first reported a position in JPIE in Q2 2022 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Dynamic Advisor Solutions held 47,177 shares of JPMorgan Income ETF worth $2.17M as of Q2 2026.
Dynamic Advisor Solutions bought 3,755 JPMorgan Income ETF shares in Q2 2026, an estimated $173K.
JPMorgan Income ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #319 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 8 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.