Avantax Planning Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.4M | Sell |
50,234
-213
| -0.4% | -$66.1K | 0.41% | 39 |
|
|
2026
Q1 | $14.8M | Sell |
50,447
-736
| -1% | -$223K | 0.41% | 39 |
|
|
2025
Q4 | $16.5M | Sell |
51,183
-501
| -1% | -$155K | 0.46% | 32 |
|
|
2025
Q3 | $16.3M | Sell |
51,684
-841
| -2% | -$250K | 0.47% | 34 |
|
|
2025
Q2 | $15.2M | Buy |
52,525
+927
| +2% | +$237K | 0.48% | 37 |
|
|
2025
Q1 | $12.7M | Sell |
51,598
-1,676
| -3% | -$427K | 0.45% | 34 |
|
|
2024
Q4 | $12.8M | Buy |
53,274
+1,502
| +3% | +$350K | 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% | -$1.89M | 0.45% | 36 |
|
|
2024
Q1 | $15.9M | Buy |
79,397
+21,324
| +37% | +$3.85M | 0.52% | 31 |
|
|
2023
Q4 | $9.88M | Buy |
58,073
+11,214
| +24% | +$1.7M | 0.38% | 39 |
|
|
2023
Q3 | $6.8M | Buy |
46,859
+561
| +1% | +$84.1K | 0.28% | 43 |
|
|
2023
Q2 | $6.73M | Buy |
46,298
+1,164
| +3% | +$160K | 0.27% | 47 |
|
|
2023
Q1 | $5.88M | Buy |
45,134
+3,918
| +10% | +$537K | 0.24% | 51 |
|
|
2022
Q4 | $5.53M | Sell |
41,216
-685
| -2% | -$86.8K | 0.22% | 56 |
|
|
2022
Q3 | $4.38M | Buy |
41,901
+2,142
| +5% | +$246K | 0.2% | 60 |
|
|
2022
Q2 | $4.48M | Buy |
39,759
+4,121
| +12% | +$511K | 0.19% | 64 |
|
|
2022
Q1 | $4.86M | Sell |
35,638
-319
| -0.9% | -$47.1K | 0.19% | 54 |
|
|
2021
Q4 | $5.69M | Buy |
35,957
+1,271
| +4% | +$209K | 0.23% | 42 |
|
|
2021
Q3 | $5.68M | Buy |
34,686
+1,005
| +3% | +$158K | 0.26% | 29 |
|
|
2021
Q2 | $5.24M | Sell |
33,681
-279
| -0.8% | -$43.8K | 0.25% | 32 |
|
|
2021
Q1 | $5.17M | Sell |
33,960
-1,625
| -5% | -$234K | 0.27% | 30 |
|
|
2020
Q4 | $4.52M | Sell |
35,585
-3,721
| -9% | -$416K | 0.23% | 37 |
|
|
2020
Q3 | $3.78M | Buy |
39,306
+965
| +3% | +$94.8K | 0.2% | 44 |
|
|
2020
Q2 | $3.61M | Sell |
38,341
-4,864
| -11% | -$461K | 0.2% | 44 |
|
|
2020
Q1 | $3.89M | Buy |
43,205
+11,240
| +35% | +$1.37M | 0.27% | 31 |
|
|
2019
Q4 | $4.46M | Sell |
31,965
-822
| -3% | -$105K | 0.26% | 31 |
|
|
2019
Q3 | $3.86M | Buy |
32,787
+2,799
| +9% | +$317K | 0.24% | 34 |
|
|
2019
Q2 | $3.38M | Sell |
29,988
-109
| -0.4% | -$12K | 0.22% | 39 |
|
|
2019
Q1 | $3.05M | Buy |
30,097
+12,222
| +68% | +$1.26M | 0.21% | 44 |
|
|
2018
Q4 | $1.75M | Buy |
17,875
+1,680
| +10% | +$179K | 0.13% | 66 |
|
|
2018
Q3 | $1.83M | Buy |
16,195
+1,522
| +10% | +$173K | 0.15% | 55 |
|
|
2018
Q2 | $1.53M | Sell |
14,673
-11,925
| -45% | -$1.31M | 0.14% | 57 |
|
|
2018
Q1 | $2.92M | Buy |
26,598
+579
| +2% | +$65.6K | 0.25% | 29 |
|
|
2017
Q4 | $2.78M | Sell |
26,019
-7,288
| -22% | -$738K | 0.25% | 34 |
|
|
2017
Q3 | $3.18M | Sell |
33,307
-133
| -0.4% | -$12.3K | 0.25% | 35 |
|
|
2017
Q2 | $3.06M | Buy |
33,440
+489
| +1% | +$42.2K | 0.26% | 36 |
|
|
2017
Q1 | $2.89M | Sell |
32,951
-12,686
| -28% | -$1.12M | 0.26% | 34 |
|
|
2016
Q4 | $3.94M | Buy |
+45,637
| New | +$3.48M | 0.42% | 19 |
|
Other funds holding JPM
Avantax Planning Partners's JPM Position: Q2 2026 in Review
Avantax Planning Partners reduced its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, selling an estimated $66.1K and leaving 50,234 shares worth $16.4M. The position accounts for 0.41% of the portfolio, ranked #39.
Avantax Planning Partners first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.5M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Avantax Planning Partners held 50,234 shares of JPMorgan Chase worth $16.4M as of Q2 2026.
- Avantax Planning Partners sold 213 JPMorgan Chase shares in Q2 2026, an estimated $66.1K.
- JPMorgan Chase made up 0.41% of Avantax Planning Partners's portfolio in Q2 2026, its #39 holding.
- Avantax Planning Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's JPMorgan Chase position peaked at $16.5M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.