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 112,597 shares of JCPB stock, worth $5.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
112,597
Previous 67,726 66.25%
Holding current value
$5.29 Million
Previous $3.14 Million 73.13%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.