Avantax Planning Partners, Inc. Jpmorgan International Bond Op Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 604,912 shares of JPIB stock, worth $29.2 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

604,912

Previous 482,673 25.33%

Holding current value

$29.2 Million

Previous $23.5 Million 21.72%

% of portfolio

1.04%

Previous 0.85%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$47.26 - $48.47 $5.78 Million - $5.92 Million	122,239 Added 25.33%	604,912 $28.6 Million
Q3 2024 Nov 13, 2024	BUY	$46.96 - $48.73 $8.47 Million - $8.79 Million	180,433 Added 59.7%	482,673 $23.5 Million
Q2 2024 Aug 09, 2024	BUY	$46.66 - $47.43 $3.14 Million - $3.19 Million	67,196 Added 28.59%	302,240 $14.2 Million
Q1 2024 May 02, 2024	SELL	$47.25 - $47.89 $713,711 - $723,378	-15,105 Reduced 6.04%	235,044 $11.2 Million
Q4 2023 Feb 09, 2024	SELL	$44.73 - $47.87 $646,527 - $691,912	-14,454 Reduced 5.46%	250,149 $12 Million
Q3 2023 Nov 03, 2023	SELL	$45.45 - $46.85 $376,916 - $388,527	-8,293 Reduced 3.04%	264,603 $12 Million
Q2 2023 Jul 17, 2023	SELL	$46.54 - $47.94 $478,989 - $493,398	-10,292 Reduced 3.63%	272,896 $12.7 Million
Q1 2023 Apr 20, 2023	SELL	$46.09 - $47.79 $240,912 - $249,798	-5,227 Reduced 1.81%	283,188 $13.4 Million
Q4 2022 Feb 09, 2023	BUY	$43.92 - $46.78 $7.12 Million - $7.58 Million	162,109 Added 128.35%	288,415 $13.3 Million
Q3 2022 Oct 14, 2022	BUY	$44.35 - $46.73 $940,086 - $990,535	21,197 Added 20.17%	126,306 $5.62 Million
Q2 2022 Jul 18, 2022	BUY	$44.94 - $48.87 $2.88 Million - $3.13 Million	64,117 Added 156.41%	105,109 $4.72 Million
Q1 2022 May 09, 2022	BUY	$48.01 - $50.73 $1.37 Million - $1.45 Million	28,607 Added 230.98%	40,992 $2.01 Million
Q4 2021 Jan 28, 2022	SELL	$50.32 - $51.24 $1,056 - $1,076	-21 Reduced 0.17%	12,385 $627,000
Q3 2021 Oct 27, 2021	BUY	$51.33 - $51.63 $52,099 - $52,404	1,015 Added 8.91%	12,406 $637,000
Q2 2021 Aug 10, 2021	BUY	$51.02 - $51.74 $72,346 - $73,367	1,418 Added 14.22%	11,391 $587,000
Q1 2021 May 06, 2021	BUY	$50.74 - $51.98 $6,139 - $6,289	121 Added 1.23%	9,973 $512,000
Q4 2020 Feb 04, 2021	BUY	$50.3 - $52.07 $40,893 - $42,332	813 Added 8.99%	9,852 $511,000
Q3 2020 Oct 28, 2020	BUY	$49.68 - $51.15 $43,668 - $44,960	879 Added 10.77%	9,039 $455,000
Q2 2020 Jul 15, 2020	BUY	$46.5 - $49.68 $19,390 - $20,716	417 Added 5.39%	8,160 $405,000
Q1 2020 Apr 27, 2020	BUY	$44.2 - $50.88 $353 - $407	8 Added 0.1%	7,743 $365,000
Q4 2019 Jan 15, 2020	BUY	$50.01 - $51.33 $17,353 - $17,811	347 Added 4.7%	7,735 $387,000
Q3 2019 Nov 08, 2019	SELL	$50.65 - $51.53 $3,798 - $3,864	-75 Reduced 1.0%	7,388 $378,000
Q2 2019 Aug 07, 2019	BUY	$49.1 - $50.65 $49,100 - $50,650	1,000 Added 15.47%	7,463 $379,000
Q1 2019 May 08, 2019	SELL	$47.28 - $49.36 $10,496 - $10,957	-222 Reduced 3.32%	6,463 $317,000
Q4 2018 Feb 14, 2019	BUY	$47.28 - $50.14 $297,438 - $315,430	6,291 Added 1596.7%	6,685 $316,000
Q3 2018 Nov 13, 2018	BUY	$49.76 - $50.3 $19,605 - $19,818	394 New	394 $20,000
Q2 2018 Aug 13, 2018	SELL	$49.7 - $50.59 $17,096 - $17,402	-344 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$50.32 - $51.54 $17,310 - $17,729	344 New	344 $17,000

Others Institutions Holding JPIB

# of Institutions

137

Shares Held

9.26M

Call Options Held

Put Options Held

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About JPMORGAN INTERNATIONAL BOND OP

Ticker JPIB
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Avantax Planning Partners, Inc. Jpmorgan International Bond Op Transaction History