JP Morgan Chase
AVTA

JP Morgan Chase’s Avantax, Inc. Common Stock AVTA Stock Holding History

JP Morgan Chase’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-265,068
Closed -$6.78M – 8040
2023
Q3 		$6.78M Sell
265,068
-41,141
-13% -$976K ﹤0.01% 2603
2023
Q2 		$6.85M Sell
306,209
-437,841
-59% -$10.3M ﹤0.01% 2621
2023
Q1 		$19.6M Sell
744,050
-60,398
-8% -$1.64M ﹤0.01% 1675
2022
Q4 		$20.5M Buy
804,448
+27,498
+4% +$630K ﹤0.01% 1656
2022
Q3 		$15M Buy
776,950
+40,330
+5% +$811K ﹤0.01% 1804
2022
Q2 		$13.6M Buy
736,620
+265,298
+56% +$4.82M ﹤0.01% 1923
2022
Q1 		$9.21M Sell
471,322
-6,294
-1% -$114K ﹤0.01% 2455
2021
Q4 		$8.27M Sell
477,616
-13,374
-3% -$227K ﹤0.01% 2616
2021
Q3 		$7.66M Sell
490,990
-52,289
-10% -$846K ﹤0.01% 2648
2021
Q2 		$9.4M Sell
543,279
-137,974
-20% -$2.27M ﹤0.01% 2480
2021
Q1 		$11.3M Sell
681,253
-111,668
-14% -$1.87M ﹤0.01% 2253
2020
Q4 		$12.6M Buy
792,921
+142,676
+22% +$1.74M ﹤0.01% 2019
2020
Q3 		$6.06M Buy
650,245
+89,638
+16% +$992K ﹤0.01% 2406
2020
Q2 		$6.4M Buy
560,607
+204,776
+58% +$2.57M ﹤0.01% 2265
2020
Q1 		$4.29M Sell
355,831
-107,790
-23% -$2.08M ﹤0.01% 2395
2019
Q4 		$12.1M Sell
463,621
-76,672
-14% -$1.72M ﹤0.01% 1961
2019
Q3 		$11.7M Buy
540,293
+45,372
+9% +$1.14M ﹤0.01% 2001
2019
Q2 		$14.5M Sell
494,921
-1,818
-0.4% -$59.8K ﹤0.01% 1816
2019
Q1 		$16.6M Sell
496,739
-3,154
-0.6% -$91.9K ﹤0.01% 1667
2018
Q4 		$13.3M Buy
499,893
+28,627
+6% +$877K ﹤0.01% 1785
2018
Q3 		$19M Sell
471,266
-53,781
-10% -$1.96M ﹤0.01% 1702
2018
Q2 		$19.4M Sell
525,047
-144,044
-22% -$4.65M ﹤0.01% 1607
2018
Q1 		$16.5M Sell
669,091
-132,024
-16% -$3.14M ﹤0.01% 1665
2017
Q4 		$17.7M Buy
801,115
+74,465
+10% +$1.66M ﹤0.01% 1670
2017
Q3 		$18.5M Buy
726,650
+209,175
+40% +$4.74M ﹤0.01% 1558
2017
Q2 		$11M Buy
517,475
+389,529
+304% +$7.71M ﹤0.01% 1895
2017
Q1 		$2.21M Sell
127,946
-18,359
-13% -$288K ﹤0.01% 2974
2016
Q4 		$2.16M Buy
146,305
+67,416
+85% +$909K ﹤0.01% 3020
2016
Q3 		$884K Buy
78,889
+49,939
+173% +$555K ﹤0.01% 3192
2016
Q2 		$300K Sell
28,950
-1,433,039
-98% -$11.3M ﹤0.01% 3600
2016
Q1 		$7.54M Sell
1,461,989
-133,939
-8% -$942K ﹤0.01% 1955
2015
Q4 		$15.6M Sell
1,595,928
-138,583
-8% -$1.53M ﹤0.01% 1511
2015
Q3 		$23.9M Buy
1,734,511
+168,250
+11% +$2.41M 0.01% 1155
2015
Q2 		$25.3M Buy
1,566,261
+207,800
+15% +$3.2M 0.01% 1259
2015
Q1 		$18.6M Buy
1,358,461
+1,029,295
+313% +$14.4M ﹤0.01% 1483
2014
Q4 		$4.56M Buy
329,166
+240,442
+271% +$3.54M ﹤0.01% 2467
2014
Q3 		$1.35M Sell
88,724
-5,717
-6% -$94.5K ﹤0.01% 3159
2014
Q2 		$1.78M Sell
94,441
-191,001
-67% -$3.6M ﹤0.01% 2598
2014
Q1 		$5.62M Buy
285,442
+203,366
+248% +$4.7M ﹤0.01% 2017
2013
Q4 		$2.39M Buy
82,076
+27,256
+50% +$736K ﹤0.01% 2642
2013
Q3 		$1.26M Sell
54,820
-9,587
-15% -$200K ﹤0.01% 3123
2013
Q2 		$1.19M Buy
+64,407
New +$1.09M ﹤0.01% 3138

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's AVTA Position: Q4 2023 in Review

JP Morgan Chase sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 265,068 shares — an estimated $6.78M sold.

JP Morgan Chase first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $25.3M in Q2 2015. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • JP Morgan Chase reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 265,068 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $6.78M.
  • JP Morgan Chase first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • JP Morgan Chase's Avantax, Inc. Common Stock position peaked at $25.3M in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.