Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 152,013 shares of JCPB stock, worth $7.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

152,013

Previous 112,597 35.01%

Holding current value

$7.04 Million

Previous $5.43 Million 28.94%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$46.07 - $48.17 $1.82 Million - $1.9 Million	39,416 Added 35.01%	152,013 $7 Million
Q3 2024 Nov 13, 2024	BUY	$45.87 - $48.53 $2.06 Million - $2.18 Million	44,871 Added 66.25%	112,597 $5.43 Million
Q2 2024 Aug 09, 2024	BUY	$45.27 - $46.67 $2.4 Million - $2.48 Million	53,114 Added 363.5%	67,726 $3.14 Million
Q1 2024 May 08, 2024	BUY	$46.0 - $47.18 $92,506 - $94,878	2,011 Added 15.96%	14,612 $681,000
Q4 2023 Feb 07, 2024	BUY	$43.49 - $47.47 $548,017 - $598,169	12,601 New	12,601 $593,000
Q1 2023 Apr 28, 2023	BUY	$45.84 - $47.89 $209,718 - $219,096	4,575 New	4,575 $216,000

Others Institutions Holding JCPB

# of Institutions

327

Shares Held

85.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History