Dynamic Advisor Solutions LLC JPIB — JP MORGAN EXCHANGE TRADED FD

Ownership history in Dynamic Advisor Solutions LLC  ·  22 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported JP MORGAN EXCHANGE TRADED FD (JPIB) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows JPIB at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in JP MORGAN EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JPIB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPIB stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held JPIB — position size vs. price
% of Fund (quarterly)    JPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 27,561 +3,417 +14.2% 0.04% $1.3M 2026-07-07 $48.19
2026 Q1 ADDED — — — 24,144 +1,658 +7.4% 0.04% $1.2M 2026-04-08 $47.71
2025 Q4 ADDED — — — 22,486 +4,536 +25.3% 0.04% $1.1M 2026-01-09 $47.96
2025 Q3 ADDED — — — 17,950 +3,597 +25.1% 0.03% $880K 2025-10-09 $47.14
2025 Q2 REDUCED — — — 14,353 -309 -2.1% 0.02% $698K 2025-07-09 $46.34
2025 Q1 REDUCED 5.4% +2.8% ❌ 14,662 -832 -5.4% 0.02% $702K 2025-04-17 $45.10
2024 Q4 ADDED — — — 15,494 +868 +5.9% 0.03% $732K 2025-01-21 $44.39
2024 Q3 ADDED — — — 14,626 +331 +2.3% 0.02% $712K 2024-10-07 $44.25
2024 Q2 REDUCED — — — 14,295 -621 -4.2% 0.02% $674K 2024-07-15 $43.32
2024 Q1 ADDED — — — 14,916 +459 +3.2% 0.02% $710K 2024-04-12 $42.42
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPIB

As of 2026 Q2 — sorted by position size

ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.02% Cedar Mountain Advisors, LLC 3Y 0.9% CGN Advisors LLC 3Y 0.82% First Citizens Financial Corp 3Y 0.27% Avior Wealth Management, LLC 3Y 7Y 0.19% Stonehearth Capital Management, LLC 3Y 7Y 0.08%

FAQ About Dynamic Advisor Solutions LLC and JPIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning JPIB?

Dynamic Advisor Solutions LLC reported JPIB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JPIB position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for JPIB was 0.04% in 2026 Q2.

What is the latest reported JPIB position on this page?

The most recent filing on this page is 2026 Q2, when Dynamic Advisor Solutions LLC reported 27,561 shares, equal to 0.04% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JPIB ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly JPIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dynamic Advisor Solutions LLC time their JPIB position?

Based on 13F filing dates vs. subsequent JPIB price moves, Dynamic Advisor Solutions LLC correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on JPIB relative to SPY over the holding period was -9.0%.

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