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Avantax Planning Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
52,525
+927
| +2% | +$269K | 0.48% | 37 |
|
|
2025
Q1 | $12.7M | Sell |
51,598
-1,676
| -3% | -$411K | 0.45% | 34 |
|
|
2024
Q4 | $12.8M | Buy |
53,274
+1,502
| +3% | +$360K | 0.46% | 34 |
|
|
2024
Q3 | $10.9M | Sell |
51,772
-17,943
| -26% | -$3.78M | 0.39% | 40 |
|
|
2024
Q2 | $14.1M | Sell |
69,715
-9,682
| -12% | -$1.96M | 0.45% | 36 |
|
|
2024
Q1 | $15.9M | Buy |
79,397
+21,324
| +37% | +$4.27M | 0.52% | 31 |
|
|
2023
Q4 | $9.88M | Buy |
58,073
+11,214
| +24% | +$1.91M | 0.38% | 39 |
|
|
2023
Q3 | $6.8M | Buy |
46,859
+561
| +1% | +$81.4K | 0.28% | 43 |
|
|
2023
Q2 | $6.73M | Buy |
46,298
+1,164
| +3% | +$169K | 0.27% | 47 |
|
|
2023
Q1 | $5.88M | Buy |
45,134
+3,918
| +10% | +$511K | 0.24% | 51 |
|
|
2022
Q4 | $5.53M | Sell |
41,216
-685
| -2% | -$91.9K | 0.22% | 56 |
|
|
2022
Q3 | $4.38M | Buy |
41,901
+2,142
| +5% | +$224K | 0.2% | 60 |
|
|
2022
Q2 | $4.48M | Buy |
39,759
+4,121
| +12% | +$464K | 0.19% | 64 |
|
|
2022
Q1 | $4.86M | Sell |
35,638
-319
| -0.9% | -$43.5K | 0.19% | 54 |
|
|
2021
Q4 | $5.69M | Buy |
35,957
+1,271
| +4% | +$201K | 0.23% | 42 |
|
|
2021
Q3 | $5.68M | Buy |
34,686
+1,005
| +3% | +$165K | 0.26% | 29 |
|
|
2021
Q2 | $5.24M | Sell |
33,681
-279
| -0.8% | -$43.4K | 0.25% | 32 |
|
|
2021
Q1 | $5.17M | Sell |
33,960
-1,625
| -5% | -$247K | 0.27% | 30 |
|
|
2020
Q4 | $4.52M | Sell |
35,585
-3,721
| -9% | -$473K | 0.23% | 37 |
|
|
2020
Q3 | $3.78M | Buy |
39,306
+965
| +3% | +$92.9K | 0.2% | 44 |
|
|
2020
Q2 | $3.61M | Sell |
38,341
-4,864
| -11% | -$457K | 0.2% | 44 |
|
|
2020
Q1 | $3.89M | Buy |
43,205
+11,240
| +35% | +$1.01M | 0.27% | 31 |
|
|
2019
Q4 | $4.46M | Sell |
31,965
-822
| -3% | -$115K | 0.26% | 31 |
|
|
2019
Q3 | $3.86M | Buy |
32,787
+2,799
| +9% | +$329K | 0.24% | 34 |
|
|
2019
Q2 | $3.39M | Sell |
29,988
-109
| -0.4% | -$12.3K | 0.22% | 39 |
|
|
2019
Q1 | $3.05M | Buy |
30,097
+12,222
| +68% | +$1.24M | 0.21% | 44 |
|
|
2018
Q4 | $1.75M | Buy |
17,875
+1,680
| +10% | +$164K | 0.13% | 66 |
|
|
2018
Q3 | $1.83M | Buy |
16,195
+1,522
| +10% | +$172K | 0.15% | 55 |
|
|
2018
Q2 | $1.53M | Sell |
14,673
-11,925
| -45% | -$1.24M | 0.14% | 57 |
|
|
2018
Q1 | $2.93M | Buy |
26,598
+579
| +2% | +$63.7K | 0.25% | 29 |
|
|
2017
Q4 | $2.78M | Sell |
26,019
-7,288
| -22% | -$779K | 0.25% | 34 |
|
|
2017
Q3 | $3.18M | Sell |
33,307
-133
| -0.4% | -$12.7K | 0.25% | 35 |
|
|
2017
Q2 | $3.06M | Buy |
33,440
+489
| +1% | +$44.7K | 0.26% | 36 |
|
|
2017
Q1 | $2.89M | Sell |
32,951
-12,686
| -28% | -$1.11M | 0.26% | 34 |
|
|
2016
Q4 | $3.94M | Buy |
+45,637
| New | +$3.94M | 0.42% | 19 |
|