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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 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 31,267 shares of JPIE stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,267

Previous 23,566 32.68%

Holding current value

$1.45 Million

Previous $1.09 Million 33.46%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$45.12 - $46.32 $347,469 - $356,710	7,701 Added 32.68%	31,267 $1.45 Million
Q1 2025 May 06, 2025	BUY	$45.46 - $46.18 $744,907 - $756,705	16,386 Added 228.22%	23,566 $1.09 Million
Q4 2024 Feb 07, 2025	SELL	$45.59 - $46.25 $234,514 - $237,910	-5,144 Reduced 41.74%	7,180 $327,000
Q3 2024 Nov 13, 2024	BUY	$45.17 - $46.39 $78,234 - $80,347	1,732 Added 16.35%	12,324 $571,000
Q2 2024 Aug 09, 2024	BUY	$44.81 - $45.47 $41,986 - $42,605	937 Added 9.7%	10,592 $481,000
Q1 2024 May 08, 2024	BUY	$45.21 - $45.87 $231,294 - $234,670	5,116 Added 112.71%	9,655 $439,000
Q4 2023 Feb 07, 2024	BUY	$43.78 - $45.84 $198,717 - $208,067	4,539 New	4,539 $207,000
Q1 2023 Apr 28, 2023	BUY	$44.82 - $46.38 $213,970 - $221,418	4,774 New	4,774 $218,000

Others Institutions Holding JPIE

# of Institutions

356

Shares Held

61.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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