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Dynamic Advisor Solutions LLC: JPME position timeline

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

Dynamic Advisor Solutions LLC held 18,507 JPME 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 18,507 shares
    Change vs previous 13F -1,464 shares

    0.07% of the 13F portfolio, value $2,298,853.

    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 19,971 shares
    Change vs previous 13F -133,681 shares

    0.07% of the 13F portfolio, value $2,287,264.

    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 153,652 shares
    Change vs previous 13F -1,956 shares

    0.54% of the 13F portfolio, value $16,695,830.

    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 155,608 shares
    Change vs previous 13F +4,649 shares

    0.49% of the 13F portfolio, value $16,874,947.

    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 150,959 shares
    Change vs previous 13F +11,267 shares

    0.48% of the 13F portfolio, value $15,654,783.

    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 139,692 shares
    Change vs previous 13F +34,377 shares

    0.46% of the 13F portfolio, value $14,049,165.

    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 105,315 shares
    Change vs previous 13F +8,774 shares

    0.47% of the 13F portfolio, value $10,791,815.

    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 96,541 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,140,687.

    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).