Avantax Planning Partners, Inc. J P Morgan Exchange Traded Fd Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 409,843 shares of JCPB stock, worth $19.1 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
409,843
Previous 277,158 47.87%
Holding current value
$19.1 Million
Previous $13.4 Million 41.22%
% of portfolio
0.68%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$46.07 - $48.17 $6.11 Million - $6.39 Million
132,685 Added 47.87%
409,843 $18.9 Million
Q3 2024

Nov 13, 2024
BUY
$45.87 - $48.53 $7.51 Million - $7.95 Million
163,803 Added 144.5%
277,158 $13.4 Million
Q2 2024

Aug 09, 2024
BUY
$45.27 - $46.67 $5.13 Million - $5.29 Million
113,355 New
113,355 $5.25 Million

Others Institutions Holding JCPB

# of Institutions
335
Shares Held
91.1M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
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