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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 176,469 shares of JCPB stock, worth $8.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

176,469

Previous 152,013 16.09%

Holding current value

$8.21 Million

Previous $7 Million 18.53%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$45.56 - $47.23 $1.11 Million - $1.16 Million	24,456 Added 16.09%	176,469 $8.3 Million
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

369

Shares Held

115M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

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.

Account

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