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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 193,921 shares of JPEM stock, worth $11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

193,921

Previous 179,402 8.09%

Holding current value

$11 Million

Previous $9.31 Million 9.84%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$50.81 - $54.04 $737,710 - $784,606	14,519 Added 8.09%	193,921 $10.2 Million
Q4 2024 Feb 07, 2025	BUY	$51.88 - $57.84 $1.36 Million - $1.52 Million	26,307 Added 17.18%	179,402 $9.31 Million
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

134

Shares Held

5.02M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

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