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Dynamic Advisor Solutions LLC → JPM-PM
Dynamic Advisor Solutions LLC JPM-PM Position History
JPM-PM
Quarters held
45
Latest value
$415K
Q3 2026
Peak value
$34.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25.6M |
| Q4 2025 | $1.9M |
| Q4 2025 | $8.7M |
| Q4 2025 | $429K |
| Q4 2025 | $2.6M |
| Q4 2025 | $402K |
| Q4 2025 | $19.8M |
| Q4 2025 | $30.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $541K |
| Q4 2025 | $6.6M |
| Q1 2026 | $23.8M |
| Q1 2026 | $2M |
| Q1 2026 | $13.3M |
| Q1 2026 | $481K |
| Q1 2026 | $2.7M |
| Q1 2026 | $587K |
| Q1 2026 | $19.9M |
| Q1 2026 | $30.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $763K |
| Q1 2026 | $6M |
| Q2 2026 | $26.7M |
| Q2 2026 | $2.2M |
| Q2 2026 | $11.8M |
| Q2 2026 | $315K |
| Q2 2026 | $2.6M |
| Q2 2026 | $746K |
| Q2 2026 | $25.2M |
| Q2 2026 | $33.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $764K |
| Q2 2026 | $6.5M |
| Q2 2026 | $389K |
| Q3 2026 | $27M |
| Q3 2026 | $2.3M |
| Q3 2026 | $11.8M |
| Q3 2026 | $2.8M |
| Q3 2026 | $793K |
| Q3 2026 | $26.1M |
| Q3 2026 | $34.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $700K |
| Q3 2026 | $6.3M |
| Q3 2026 | $415K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $415K | 4.3K | — | — |
| Q3 2026 | $6.3M | 103.0K | — | — |
| Q3 2026 | $700K | 15.8K | — | — |
| Q3 2026 | $1.3M | 26.9K | — | — |
| Q3 2026 | $34.6M | 686.8K | — | — |
| Q3 2026 | $26.1M | 353.0K | — | — |
| Q3 2026 | $793K | 17.7K | — | — |
| Q3 2026 | $2.8M | 55.4K | — | — |
| Q3 2026 | $11.8M | 209.2K | — | — |
| Q3 2026 | $2.3M | 50.6K | — | — |
| Q3 2026 | $27M | 81.6K | — | — |
| Q2 2026 | $389K | 3.9K | — | — |
| Q2 2026 | $6.5M | 106.2K | — | — |
| Q2 2026 | $764K | 16.6K | — | — |
| Q2 2026 | $1.3M | 27.6K | — | — |
| Q2 2026 | $33.1M | 654.9K | — | — |
| Q2 2026 | $25.2M | 348.3K | — | — |
| Q2 2026 | $746K | 15.9K | — | — |
| Q2 2026 | $2.6M | 51.1K | — | — |
| Q2 2026 | $315K | 6.2K | — | — |
| Q2 2026 | $11.8M | 208.5K | — | — |
| Q2 2026 | $2.2M | 47.2K | — | — |
| Q2 2026 | $26.7M | 81.7K | — | — |
| Q1 2026 | $6M | 108.3K | — | — |
| Q1 2026 | $763K | 16.7K | — | — |
| Q1 2026 | $1.2M | 24.1K | — | — |
| Q1 2026 | $30.5M | 603.1K | — | — |
| Q1 2026 | $19.9M | 324.0K | — | — |
| Q1 2026 | $587K | 12.5K | — | — |
| Q1 2026 | $2.7M | 53.7K | — | — |
| Q1 2026 | $481K | 9.6K | — | — |
| Q1 2026 | $13.3M | 234.0K | — | — |
| Q1 2026 | $2M | 43.4K | — | — |
| Q1 2026 | $23.8M | 81.0K | — | — |
| Q4 2025 | $6.6M | 113.5K | — | — |
| Q4 2025 | $541K | 11.6K | — | — |
| Q4 2025 | $1.1M | 22.5K | — | — |
| Q4 2025 | $30.3M | 598.8K | — | — |
| Q4 2025 | $19.8M | 313.4K | — | — |
| Q4 2025 | $402K | 8.5K | — | — |
| Q4 2025 | $2.6M | 51.7K | — | — |
| Q4 2025 | $429K | 8.5K | — | — |
| Q4 2025 | $8.7M | 151.9K | — | — |
| Q4 2025 | $1.9M | 40.7K | — | — |
| Q4 2025 | $25.6M | 79.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B