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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $9.88M | Buy |
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|
2023
Q3 | $6.8M | Buy |
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|
2023
Q2 | $6.73M | Buy |
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|
2023
Q1 | $5.88M | Buy |
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|
2022
Q4 | $5.53M | Sell |
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|
2022
Q3 | $4.38M | Buy |
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|
2022
Q2 | $4.48M | Buy |
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|
2022
Q1 | $4.86M | Sell |
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|
2021
Q4 | $5.69M | Buy |
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|
2021
Q3 | $5.68M | Buy |
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|
2021
Q2 | $5.24M | Sell |
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|
2021
Q1 | $5.17M | Sell |
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|
2020
Q4 | $4.52M | Sell |
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|
2020
Q3 | $3.78M | Buy |
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|
2020
Q2 | $3.61M | Sell |
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|
2020
Q1 | $3.89M | Buy |
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|
2019
Q4 | $4.46M | Sell |
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|
2019
Q3 | $3.86M | Buy |
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|
2019
Q2 | $3.38M | Sell |
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|
2019
Q1 | $3.05M | Buy |
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|
2018
Q4 | $1.75M | Buy |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.53M | Sell |
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|
2018
Q1 | $2.92M | Buy |
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|
2017
Q4 | $2.78M | Sell |
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|
2017
Q3 | $3.18M | Sell |
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|
2017
Q2 | $3.06M | Buy |
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|
2017
Q1 | $2.89M | Sell |
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|
2016
Q4 | $3.94M | Buy |
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