AAS
Avantax Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3M | Buy |
328,596
+5,246
| +2% | +$1.52M | 0.52% | 27 |
|
|
2025
Q1 | $79.3M | Buy |
323,350
+2,391
| +0.7% | +$587K | 0.48% | 29 |
|
|
2024
Q4 | $76.9M | Buy |
320,959
+7,229
| +2% | +$1.73M | 0.48% | 29 |
|
|
2024
Q3 | $66.2M | Buy |
313,730
+6,382
| +2% | +$1.35M | 0.43% | 32 |
|
|
2024
Q2 | $62.2M | Buy |
307,348
+111,693
| +57% | +$22.6M | 0.44% | 29 |
|
|
2024
Q1 | $39.2M | Buy |
195,655
+1,909
| +1% | +$382K | 0.35% | 36 |
|
|
2023
Q4 | $33M | Buy |
193,746
+4,965
| +3% | +$845K | 0.33% | 34 |
|
|
2023
Q3 | $27.4M | Buy |
188,781
+16,124
| +9% | +$2.34M | 0.31% | 39 |
|
|
2023
Q2 | $25.1M | Buy |
172,657
+3,116
| +2% | +$453K | 0.29% | 46 |
|
|
2023
Q1 | $22.1M | Buy |
169,541
+18,424
| +12% | +$2.4M | 0.27% | 53 |
|
|
2022
Q4 | $20.3M | Buy |
151,117
+6,193
| +4% | +$830K | 0.27% | 51 |
|
|
2022
Q3 | $15.1M | Buy |
144,924
+8,081
| +6% | +$844K | 0.23% | 67 |
|
|
2022
Q2 | $15.4M | Buy |
136,843
+4,594
| +3% | +$517K | 0.23% | 66 |
|
|
2022
Q1 | $18M | Buy |
132,249
+6,833
| +5% | +$931K | 0.25% | 66 |
|
|
2021
Q4 | $19.9M | Buy |
125,416
+7,911
| +7% | +$1.25M | 0.3% | 52 |
|
|
2021
Q3 | $19.2M | Buy |
117,505
+9,669
| +9% | +$1.58M | 0.32% | 50 |
|
|
2021
Q2 | $16.8M | Buy |
107,836
+17,177
| +19% | +$2.67M | 0.3% | 53 |
|
|
2021
Q1 | $13.8M | Buy |
90,659
+14,919
| +20% | +$2.27M | 0.3% | 56 |
|
|
2020
Q4 | $9.63M | Sell |
75,740
-80,523
| -52% | -$10.2M | 0.23% | 74 |
|
|
2020
Q3 | $15.1M | Buy |
156,263
+80,659
| +107% | +$7.77M | 0.24% | 76 |
|
|
2020
Q2 | $7.1M | Sell |
75,604
-14,352
| -16% | -$1.35M | 0.2% | 82 |
|
|
2020
Q1 | $8.11M | Buy |
89,956
+8,674
| +11% | +$782K | 0.24% | 66 |
|
|
2019
Q4 | $11.3M | Buy |
81,282
+16,976
| +26% | +$2.37M | 0.26% | 61 |
|
|
2019
Q3 | $7.58M | Buy |
64,306
+3,265
| +5% | +$385K | 0.31% | 44 |
|
|
2019
Q2 | $6.82M | Buy |
61,041
+8,318
| +16% | +$930K | 0.3% | 45 |
|
|
2019
Q1 | $5.34M | Buy |
52,723
+6,582
| +14% | +$666K | 0.28% | 44 |
|
|
2018
Q4 | $4.51M | Buy |
+46,141
| New | +$4.51M | 0.76% | 31 |
|