Avantax Planning Partners, Inc. Jp Morgan Diversified Return Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 120,198 shares of JPEM stock, worth $6.36 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
120,198
Previous 116,574 3.11%
Holding current value
$6.36 Million
Previous $6.6 Million 5.54%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Feb 07, 2025
BUY
$51.88 - $57.84 $188,013 - $209,612
3,624 Added 3.11%
120,198 $6.24 Million
Q3 2024

Nov 13, 2024
BUY
$52.23 - $56.96 $2.08 Million - $2.27 Million
39,905 Added 52.05%
116,574 $6.6 Million
Q2 2024

Aug 09, 2024
BUY
$53.03 - $56.92 $4.07 Million - $4.36 Million
76,669 New
76,669 $4.15 Million

Others Institutions Holding JPEM

# of Institutions
135
Shares Held
5.46M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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