J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

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

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

Q4 2025
Shares 28,192 Value ($000) $1,305 Avg Close — Range —
Q3 2025
Shares 29,432 Value ($000) $1,366 Avg Close — Range —
Q2 2025
Shares 29,247 Value ($000) $1,355 Avg Close — Range —
Q4 2024
Shares 13,123 Value ($000) $599 Avg Close — Range —
Q3 2024
Shares 13,266 Value ($000) $615 Avg Close — Range —
Q2 2024
Shares 14,597 Value ($000) $664 Avg Close — Range —