Avantax Advisory Services’s JPMorgan Chase JPM Stock Holding History

Avantax Advisory Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$95.3M	Buy	328,596 +5,246	+2%	+$1.34M	0.52%	27
2025 Q1	$79.3M	Buy	323,350 +2,391	+0.7%	+$610K	0.48%	29
2024 Q4	$76.9M	Buy	320,959 +7,229	+2%	+$1.68M	0.48%	29
2024 Q3	$66.2M	Buy	313,730 +6,382	+2%	+$1.34M	0.43%	32
2024 Q2	$62.2M	Buy	307,348 +111,693	+57%	+$21.8M	0.44%	29
2024 Q1	$39.2M	Buy	195,655 +1,909	+1%	+$344K	0.35%	36
2023 Q4	$33M	Buy	193,746 +4,965	+3%	+$752K	0.33%	34
2023 Q3	$27.4M	Buy	188,781 +16,124	+9%	+$2.42M	0.31%	39
2023 Q2	$25.1M	Buy	172,657 +3,116	+2%	+$429K	0.29%	46
2023 Q1	$22.1M	Buy	169,541 +18,424	+12%	+$2.52M	0.27%	53
2022 Q4	$20.3M	Buy	151,117 +6,193	+4%	+$785K	0.27%	51
2022 Q3	$15.1M	Buy	144,924 +8,081	+6%	+$927K	0.23%	67
2022 Q2	$15.4M	Buy	136,843 +4,594	+3%	+$569K	0.23%	66
2022 Q1	$18M	Buy	132,249 +6,833	+5%	+$1.01M	0.25%	66
2021 Q4	$19.9M	Buy	125,416 +7,911	+7%	+$1.3M	0.3%	52
2021 Q3	$19.2M	Buy	117,505 +9,669	+9%	+$1.52M	0.32%	50
2021 Q2	$16.8M	Buy	107,836 +17,177	+19%	+$2.7M	0.3%	53
2021 Q1	$13.8M	Buy	90,659 +14,919	+20%	+$2.15M	0.3%	56
2020 Q4	$9.63M	Sell	75,740 -80,523	-52%	-$9M	0.23%	74
2020 Q3	$15.1M	Buy	156,263 +80,659	+107%	+$7.92M	0.24%	76
2020 Q2	$7.1M	Sell	75,604 -14,352	-16%	-$1.36M	0.2%	82
2020 Q1	$8.11M	Buy	89,956 +8,674	+11%	+$1.05M	0.24%	66
2019 Q4	$11.3M	Buy	81,282 +16,976	+26%	+$2.18M	0.26%	61
2019 Q3	$7.58M	Buy	64,306 +3,265	+5%	+$369K	0.31%	44
2019 Q2	$6.82M	Buy	61,041 +8,318	+16%	+$917K	0.3%	45
2019 Q1	$5.34M	Buy	52,723 +6,582	+14%	+$678K	0.28%	44
2018 Q4	$4.51M	Buy	+46,141	New	+$4.92M	0.76%	31

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's JPM Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2025, buying an estimated $1.34M and bringing the position to 328,596 shares worth $95.3M. The position accounts for 0.52% of the portfolio, ranked #27.

Avantax Advisory Services first reported a position in JPM in Q4 2018 and has held it in 27 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Avantax Advisory Services held 328,596 shares of JPMorgan Chase worth $95.3M as of Q2 2025.
Avantax Advisory Services bought 5,246 JPMorgan Chase shares in Q2 2025, an estimated $1.34M.
JPMorgan Chase made up 0.52% of Avantax Advisory Services's portfolio in Q2 2025, its #27 holding.
Avantax Advisory Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 27 quarters since.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.