A detailed history of Avantax Advisory Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 313,730 shares of JPM stock, worth $74.8 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
313,730
Previous 307,348 2.08%
Holding current value
$74.8 Million
Previous $62.2 Million 6.38%
% of portfolio
0.44%
Previous 0.45%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$194.9 - $224.8 $1.24 Million - $1.43 Million
6,382 Added 2.08%
313,730 $66.1 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $20.1 Million - $22.9 Million
111,693 Added 57.09%
307,348 $62.2 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $318,974 - $382,372
1,909 Added 0.99%
195,655 $39.2 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $673,700 - $845,539
4,965 Added 2.63%
193,746 $33 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $2.31 Million - $2.55 Million
16,124 Added 9.34%
188,781 $27.4 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $397,196 - $453,191
3,116 Added 1.84%
172,657 $25.1 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $2.3 Million - $2.65 Million
18,424 Added 12.19%
169,541 $22.1 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $631,438 - $853,643
6,193 Added 4.27%
151,117 $20.3 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $167,519 - $974,406
8,081 Added 5.91%
144,924 $15.1 Million
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $517,330 - $624,370
4,594 Added 3.47%
136,843 $15.4 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $876,673 - $1.15 Million
6,833 Added 5.45%
132,249 $18 Million
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $1.22 Million - $1.36 Million
7,911 Added 6.73%
125,416 $19.9 Million
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $1.42 Million - $1.61 Million
9,669 Added 8.97%
117,505 $19.2 Million
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $2.53 Million - $2.86 Million
17,177 Added 18.95%
107,836 $16.8 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $1.87 Million - $2.35 Million
14,919 Added 19.7%
90,659 $13.8 Million
Q4 2020

Jan 22, 2021

SELL
$96.54 - $127.07 $7.77 Million - $10.2 Million
-80,523 Reduced 51.53%
75,740 $9.63 Million
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $7.36 Million - $8.37 Million
80,659 Added 106.69%
156,263 $15.1 Million
Q2 2020

Aug 06, 2020

SELL
$84.03 - $113.45 $1.21 Million - $1.63 Million
-14,352 Reduced 15.95%
75,604 $7.1 Million
Q1 2020

Apr 30, 2020

BUY
$79.03 - $141.09 $685,506 - $1.22 Million
8,674 Added 10.67%
89,956 $8.11 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $1.9 Million - $2.37 Million
16,976 Added 26.4%
81,282 $11.3 Million
Q3 2019

Nov 08, 2019

BUY
$104.8 - $120.23 $342,172 - $392,550
3,265 Added 5.35%
64,306 $7.58 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $870,395 - $965,886
8,318 Added 15.78%
61,041 $6.82 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $639,178 - $705,524
6,582 Added 14.26%
52,723 $5.34 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $4.25 Million - $5.32 Million
46,141 New
46,141 $4.51 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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