JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 51,183 Value ($000) $16,492 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 51,684 Value ($000) $16,303 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 52,525 Value ($000) $15,228 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 51,598 Value ($000) $12,657 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 53,274 Value ($000) $12,770 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 51,772 Value ($000) $10,917 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 69,715 Value ($000) $14,100 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 79,397 Value ($000) $15,903 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 58,073 Value ($000) $9,878 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 46,859 Value ($000) $6,796 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 46,298 Value ($000) $6,734 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 45,134 Value ($000) $5,881 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 41,216 Value ($000) $5,527 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 41,901 Value ($000) $4,379 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 39,759 Value ($000) $4,477 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 35,638 Value ($000) $4,858 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 35,957 Value ($000) $5,694 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 34,686 Value ($000) $5,678 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 33,681 Value ($000) $5,239 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 33,960 Value ($000) $5,170 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 35,585 Value ($000) $4,522 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 39,306 Value ($000) $3,784 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 38,341 Value ($000) $3,606 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 43,205 Value ($000) $3,890 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 31,965 Value ($000) $4,456 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 32,787 Value ($000) $3,859 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 29,988 Value ($000) $3,385 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 30,097 Value ($000) $3,047 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 17,875 Value ($000) $1,745 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 16,195 Value ($000) $1,827 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 14,673 Value ($000) $1,529 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 26,598 Value ($000) $2,925 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 26,019 Value ($000) $2,782 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 33,307 Value ($000) $3,181 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 33,440 Value ($000) $3,056 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 32,951 Value ($000) $2,894 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 45,637 Value ($000) $3,938 Avg Close $59.89 Range $51.67 - $68.65