Avantax Advisory Services, Inc. Jp Morgan Diversified Return Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 153,095 shares of JPEM stock, worth $8.16 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

153,095

Previous 141,673 8.06%

Holding current value

$8.16 Million

Previous $7.66 Million 13.16%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$52.23 - $56.96 $596,571 - $650,597	11,422 Added 8.06%	153,095 $8.67 Million
Q2 2024 Aug 09, 2024	BUY	$53.03 - $56.92 $285,142 - $306,058	5,377 Added 3.95%	141,673 $7.66 Million
Q1 2024 May 08, 2024	BUY	$51.04 - $54.18 $545,617 - $579,184	10,690 Added 8.51%	136,296 $7.29 Million
Q4 2023 Feb 07, 2024	BUY	$47.68 - $52.39 $644,872 - $708,574	13,525 Added 12.07%	125,606 $6.57 Million
Q3 2023 Nov 07, 2023	BUY	$50.11 - $53.14 $5.62 Million - $5.96 Million	112,081 New	112,081 $5.65 Million

Others Institutions Holding JPEM

# of Institutions

125

Shares Held

7.43M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Avantax Advisory Services, Inc. Jp Morgan Diversified Return Transaction History