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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 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 862,307 shares of JEPI stock, worth $50.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

862,307

Previous 806,414 6.93%

Holding current value

$50.2 Million

Previous $45.7 Million 12.27%

% of portfolio

0.34%

Previous 0.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $3.07 Million - $3.33 Million	55,893 Added 6.93%	862,307 $51.3 Million
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $1.5 Million - $1.55 Million	26,972 Added 3.46%	806,414 $45.7 Million
Q1 2024 May 08, 2024	BUY	$54.75 - $57.86 $5.32 Million - $5.62 Million	97,078 Added 14.23%	779,442 $45.1 Million
Q4 2023 Feb 07, 2024	BUY	$51.51 - $55.33 $6.15 Million - $6.6 Million	119,300 Added 21.19%	682,364 $37.5 Million
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $21 Million - $22 Million	393,245 Added 231.57%	563,064 $30.2 Million
Q2 2023 Aug 11, 2023	BUY	$53.85 - $55.4 $1.25 Million - $1.29 Million	23,283 Added 15.89%	169,819 $9.4 Million
Q1 2023 Apr 28, 2023	BUY	$52.13 - $55.7 $1.54 Million - $1.64 Million	29,469 Added 25.17%	146,536 $8 Million
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $2.1 Million - $2.35 Million	41,346 Added 54.6%	117,067 $6.38 Million
Q3 2022 Nov 01, 2022	BUY	$51.23 - $57.83 $1.64 Million - $1.85 Million	32,060 Added 73.43%	75,721 $3.88 Million
Q2 2022 Aug 02, 2022	BUY	$52.86 - $62.23 $1.41 Million - $1.66 Million	26,668 Added 156.94%	43,661 $2.42 Million
Q1 2022 Apr 27, 2022	BUY	$58.11 - $63.04 $416,823 - $452,185	7,173 Added 73.04%	16,993 $1.04 Million
Q4 2021 Jan 24, 2022	BUY	$59.34 - $63.61 $358,413 - $384,204	6,040 Added 159.79%	9,820 $621,000
Q3 2021 Oct 21, 2021	BUY	$59.61 - $62.63 $225,325 - $236,741	3,780 New	3,780 $226,000

Others Institutions Holding JEPI

# of Institutions

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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