Avantax Advisory Services, Inc. Jp Morgan Diversified Return Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 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 211,192 shares of JPEM stock, worth $12.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
211,192
Previous 193,921
8.91%
Holding current value
$12.9 Million
Previous $10.2 Million
16.53%
% of portfolio
0.07%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
5.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC397KShares$24.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC323KShares$19.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY252KShares$15.3 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL232KShares$14.1 Million0.02% of portfolio
-
Sam Advisors, LLC193KShares$11.8 Million3.7% of portfolio