Avantax Advisory Services, Inc. Jp Morgan Diversified Return I 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 I stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,656 shares of JPIN stock, worth $192,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,656

Previous 3,706 1.35%

Holding current value

$192,854

Previous $204,000 7.35%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$54.1 - $60.82 $2,705 - $3,041	-50 Reduced 1.35%	3,656 $219,000
Q2 2024 Aug 09, 2024	BUY	$53.9 - $57.66 $1,670 - $1,787	31 Added 0.84%	3,706 $204,000
Q1 2024 May 08, 2024	BUY	$52.64 - $56.44 $193,452 - $207,417	3,675 New	3,675 $207,000
Q3 2023 Nov 07, 2023	SELL	$50.43 - $54.11 $1,512 - $1,623	-30 Reduced 0.63%	4,740 $239,000
Q2 2023 Aug 11, 2023	BUY	$51.16 - $54.21 $2,353 - $2,493	46 Added 0.97%	4,770 $247,000
Q1 2023 Apr 28, 2023	SELL	$49.3 - $53.28 $32,735 - $35,377	-664 Reduced 12.32%	4,724 $247,000
Q4 2022 Feb 13, 2023	SELL	$42.35 - $50.7 $10,418 - $12,472	-246 Reduced 4.37%	5,388 $265,000
Q3 2022 Nov 01, 2022	SELL	$42.55 - $51.46 $53,400 - $64,582	-1,255 Reduced 18.22%	5,634 $241,000
Q2 2022 Aug 02, 2022	BUY	$48.25 - $57.14 $15,681 - $18,570	325 Added 4.95%	6,889 $336,000
Q1 2022 Apr 27, 2022	BUY	$53.48 - $60.03 $695 - $780	13 Added 0.2%	6,564 $371,000
Q4 2021 Jan 24, 2022	SELL	$58.11 - $61.62 $12,028 - $12,755	-207 Reduced 3.06%	6,551 $388,000
Q3 2021 Oct 21, 2021	BUY	$60.31 - $64.02 $1,568 - $1,664	26 Added 0.39%	6,758 $406,000
Q2 2021 Jul 29, 2021	SELL	$61.55 - $64.56 $713,733 - $748,637	-11,596 Reduced 63.27%	6,732 $420,000
Q1 2021 May 13, 2021	SELL	$58.26 - $61.7 $4,893 - $5,182	-84 Reduced 0.46%	18,328 $1.12 Million
Q4 2020 Jan 22, 2021	SELL	$49.86 - $58.47 $201,384 - $236,160	-4,039 Reduced 17.99%	18,412 $1.07 Million
Q3 2020 Oct 14, 2020	SELL	$49.59 - $53.56 $39,969 - $43,169	-806 Reduced 3.47%	22,451 $1.16 Million
Q2 2020 Aug 06, 2020	SELL	$41.38 - $52.51 $79,449 - $100,819	-1,920 Reduced 7.63%	23,257 $1.15 Million
Q1 2020 Apr 30, 2020	SELL	$37.71 - $57.78 $229,804 - $352,111	-6,094 Reduced 19.49%	25,177 $1.09 Million
Q4 2019 Feb 14, 2020	SELL	$51.93 - $57.61 $24,147 - $26,788	-465 Reduced 1.47%	31,271 $1.79 Million
Q3 2019 Nov 08, 2019	SELL	$52.99 - $54.15 $396,047 - $404,717	-7,474 Reduced 19.06%	31,736 $1.69 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-6,337 Reduced 13.91%	39,210 $2.14 Million
Q1 2019 May 13, 2019	SELL	N/A	-3,010 Reduced 6.2%	45,547 $2.52 Million
Q4 2018 Feb 13, 2019	BUY	N/A	48,557 New	48,557 $2.47 Million

Others Institutions Holding JPIN

# of Institutions

100

Shares Held

4.2M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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