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

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

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 124,688 shares of JPEM stock, worth $7.59 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

124,688

Previous 121,290 2.8%

Holding current value

$7.59 Million

Previous $6.84 Million 7.53%

% of portfolio

0.21%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$56.25 - $59.87 $191,137 - $203,438	3,398 Added 2.8%	124,688 $7.36 Million
Q2 2025 Aug 11, 2025	BUY	$48.41 - $56.7 $194,172 - $227,423	4,011 Added 3.42%	121,290 $6.84 Million
Q1 2025 Apr 28, 2025	SELL	$50.81 - $54.04 $148,314 - $157,742	-2,919 Reduced 2.43%	117,279 $6.18 Million
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

127

Shares Held

5.39M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

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