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Dynamic Advisor Solutions LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on JEPQ, newest first. How the timeline and the estimate are built.

Dynamic Advisor Solutions LLC held 106,236 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,236 shares
    Change vs previous 13F -2,055 shares

    0.19% of the 13F portfolio, value $6,529,279.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,291 shares
    Change vs previous 13F -5,218 shares

    0.19% of the 13F portfolio, value $6,012,327.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,509 shares
    Change vs previous 13F -6,809 shares

    0.21% of the 13F portfolio, value $6,597,118.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,318 shares
    Change vs previous 13F -9,378 shares

    0.2% of the 13F portfolio, value $6,920,702.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 129,696 shares
    Change vs previous 13F -4,436 shares

    0.22% of the 13F portfolio, value $7,055,476.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 134,132 shares
    Change vs previous 13F +662 shares

    0.23% of the 13F portfolio, value $6,945,373.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 133,470 shares
    Change vs previous 13F +22,778 shares

    0.33% of the 13F portfolio, value $7,525,039.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,692 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,080,325.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).