Avantax Planning Partners, Inc. Jpmorgan Chase & CO Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 51,772 shares of JPM stock, worth $12.5 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

51,772

Previous 69,715 25.74%

Holding current value

$12.5 Million

Previous $14.1 Million 22.61%

% of portfolio

0.39%

Previous 0.45%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $3.5 Million - $4.03 Million	-17,943 Reduced 25.74%	51,772 $10.9 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $1.74 Million - $1.98 Million	-9,682 Reduced 12.19%	69,715 $14.1 Million
Q1 2024 May 02, 2024	BUY	$167.09 - $200.3 $3.56 Million - $4.27 Million	21,324 Added 36.72%	79,397 $15.9 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $1.52 Million - $1.91 Million	11,214 Added 23.93%	58,073 $9.88 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $80,340 - $88,638	561 Added 1.21%	46,859 $6.8 Million
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $148,375 - $169,292	1,164 Added 2.58%	46,298 $6.73 Million
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $489,397 - $563,408	3,918 Added 9.51%	45,134 $5.88 Million
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $69,842 - $94,420	-685 Reduced 1.63%	41,216 $5.53 Million
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $44,403 - $258,282	2,142 Added 5.39%	41,901 $4.38 Million
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $464,065 - $560,085	4,121 Added 11.56%	39,759 $4.48 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $40,927 - $53,732	-319 Reduced 0.89%	35,638 $4.86 Million
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $195,657 - $218,332	1,271 Added 3.66%	35,957 $5.69 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $147,704 - $167,814	1,005 Added 2.98%	34,686 $5.68 Million
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $41,116 - $46,436	-279 Reduced 0.82%	33,681 $5.24 Million
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $204,181 - $256,181	-1,625 Reduced 4.57%	33,960 $5.17 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $359,225 - $472,827	-3,721 Reduced 9.47%	35,585 $4.52 Million
Q3 2020 Oct 28, 2020	BUY	$91.28 - $103.82 $88,085 - $100,186	965 Added 2.52%	39,306 $3.78 Million
Q2 2020 Jul 15, 2020	SELL	$84.03 - $113.45 $408,721 - $551,820	-4,864 Reduced 11.26%	38,341 $3.61 Million
Q1 2020 Apr 27, 2020	BUY	$79.03 - $141.09 $888,297 - $1.59 Million	11,240 Added 35.16%	43,205 $3.89 Million
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $91,916 - $114,586	-822 Reduced 2.51%	31,965 $4.46 Million
Q3 2019 Nov 08, 2019	BUY	$104.8 - $120.23 $293,335 - $336,523	2,799 Added 9.33%	32,787 $3.86 Million
Q2 2019 Aug 07, 2019	SELL	$104.64 - $116.12 $11,405 - $12,657	-109 Reduced 0.36%	29,988 $3.39 Million
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $1.19 Million - $1.31 Million	12,222 Added 68.37%	30,097 $3.05 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $154,795 - $193,737	1,680 Added 10.37%	17,875 $1.75 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $157,694 - $180,554	1,522 Added 10.37%	16,195 $1.83 Million
Q2 2018 Aug 13, 2018	SELL	$103.24 - $114.29 $1.23 Million - $1.36 Million	-11,925 Reduced 44.83%	14,673 $1.53 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $61,958 - $68,767	579 Added 2.23%	26,598 $2.93 Million
Q4 2017 Feb 09, 2018	SELL	$95.86 - $107.83 $698,627 - $785,865	-7,288 Reduced 21.88%	26,019 $2.78 Million
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $2.95 Million - $3.18 Million	33,307	33,307 $3.18 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $711B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Avantax Planning Partners, Inc. Jpmorgan Chase & CO Transaction History