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Dynamic Advisor Solutions’s JPMorgan Chase JPM Stock Holding History

Dynamic Advisor Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.7M Buy
81,651
+620
+0.8% +$193K 0.76% 25
2026
Q1 		$23.8M Buy
81,031
+1,701
+2% +$516K 0.75% 26
2025
Q4 		$25.6M Sell
79,330
-2,422
-3% -$750K 0.82% 25
2025
Q3 		$25.8M Sell
81,752
-805
-1% -$239K 0.75% 28
2025
Q2 		$23.9M Sell
82,557
-205
-0.2% -$52.3K 0.74% 28
2025
Q1 		$20.3M Sell
82,762
-3,357
-4% -$856K 0.67% 33
2024
Q4 		$20.6M Sell
86,119
-7,624
-8% -$1.78M 0.89% 22
2024
Q3 		$19.8M Sell
93,743
-2,021
-2% -$426K 0.59% 34
2024
Q2 		$19.4M Buy
95,764
+1,741
+2% +$340K 0.61% 30
2024
Q1 		$18.8M Sell
94,023
-1,268
-1% -$229K 0.64% 26
2023
Q4 		$16.4M Buy
95,291
+24,353
+34% +$3.69M 0.61% 27
2023
Q3 		$10.3M Buy
70,938
+2,246
+3% +$337K 0.49% 43
2023
Q2 		$9.99M Buy
68,692
+2,883
+4% +$397K 0.52% 38
2023
Q1 		$8.58M Buy
65,809
+652
+1% +$89.3K 0.5% 39
2022
Q4 		$8.74M Sell
65,157
-192
-0.3% -$24.3K 0.6% 35
2022
Q3 		$6.83M Buy
65,349
+3,937
+6% +$452K 0.52% 36
2022
Q2 		$6.92M Sell
61,412
-6,856
-10% -$849K 0.53% 41
2022
Q1 		$9.31M Buy
68,268
+6,380
+10% +$942K 0.65% 31
2021
Q4 		$9.8M Buy
61,888
+2,766
+5% +$454K 0.7% 31
2021
Q3 		$9.68M Buy
59,122
+1,384
+2% +$217K 0.73% 22
2021
Q2 		$8.98M Buy
57,738
+5,726
+11% +$899K 0.71% 23
2021
Q1 		$7.92M Sell
52,012
-9,325
-15% -$1.34M 0.74% 23
2020
Q4 		$7.79M Buy
61,337
+3,781
+7% +$423K 0.73% 22
2020
Q3 		$5.54M Buy
57,556
+1,986
+4% +$195K 0.63% 25
2020
Q2 		$5.23M Buy
55,570
+3,220
+6% +$306K 0.71% 22
2020
Q1 		$4.71M Sell
52,350
-662
-1% -$80.4K 0.86% 17
2019
Q4 		$7.39M Buy
53,012
+153
+0.3% +$19.6K 1.01% 14
2019
Q3 		$6.22M Buy
52,859
+16
+0% +$1.81K 0.97% 16
2019
Q2 		$5.91M Buy
52,843
+6,038
+13% +$666K 0.95% 18
2019
Q1 		$4.74M Buy
46,805
+4,479
+11% +$461K 0.89% 19
2018
Q4 		$4.38M Buy
42,326
+4,939
+13% +$526K 0.93% 19
2018
Q3 		$4.22M Buy
37,387
+763
+2% +$86.6K 0.88% 24
2018
Q2 		$3.82M Buy
36,624
+6,721
+22% +$737K 0.87% 25
2018
Q1 		$3.29M Buy
29,903
+12,321
+70% +$1.4M 0.84% 28
2017
Q4 		$1.88M Buy
17,582
+999
+6% +$101K 0.62% 50
2017
Q3 		$1.58M Buy
16,583
+610
+4% +$56.3K 0.63% 50
2017
Q2 		$1.46M Sell
15,973
-28
-0.2% -$2.42K 0.56% 54
2017
Q1 		$1.41M Buy
16,001
+1,589
+11% +$140K 0.55% 54
2016
Q4 		$1.24M Buy
14,412
+1,205
+9% +$91.9K 0.5% 65
2016
Q3 		$879K Buy
13,207
+8,417
+176% +$549K 0.33% 91
2016
Q2 		$298K Sell
4,790
-707
-13% -$44.2K 0.12% 164
2016
Q1 		$326K Buy
5,497
+419
+8% +$24.5K 0.14% 160
2015
Q4 		$335K Buy
+5,078
New +$331K 0.14% 169
2015
Q2 		– Sell
-7,001
Closed -$424K – 174
2015
Q1 		$424K Buy
+7,001
New +$415K 0.21% 130
2014
Q1 		– Sell
-4,685
Closed -$274K – 208
2013
Q4 		$274K Buy
+4,685
New +$257K 0.2% 159

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, buying an estimated $193K and bringing the position to 81,651 shares worth $26.7M. The position accounts for 0.76% of the portfolio, ranked #25.

Dynamic Advisor Solutions first reported a position in JPM in Q4 2013 and has held it in 45 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dynamic Advisor Solutions held 81,651 shares of JPMorgan Chase worth $26.7M as of Q2 2026.
  • Dynamic Advisor Solutions bought 620 JPMorgan Chase shares in Q2 2026, an estimated $193K.
  • JPMorgan Chase made up 0.76% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #25 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Chase in Q4 2013 and has held it in 45 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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