J P MORGAN EXCHANGE TRADED F

Ticker: JMUB CUSIP: 46641Q647 Class: ETF-FIXED INCOM

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

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

Q4 2025
Shares 1,251,400 Value ($000) $63,196 Avg Close — Range —
Q3 2025
Shares 1,160,184 Value ($000) $58,554 Avg Close — Range —
Q2 2025
Shares 614,401 Value ($000) $30,499 Avg Close — Range —
Q1 2025
Shares 539,662 Value ($000) $26,983 Avg Close — Range —
Q4 2024
Shares 494,780 Value ($000) $24,813 Avg Close — Range —
Q3 2024
Shares 482,682 Value ($000) $24,747 Avg Close — Range —
Q2 2024
Shares 546,573 Value ($000) $27,534 Avg Close — Range —
Q1 2024
Shares 562,928 Value ($000) $28,563 Avg Close — Range —
Q4 2023
Shares 582,260 Value ($000) $29,672 Avg Close — Range —
Q3 2023
Shares 478,265 Value ($000) $23,134 Avg Close — Range —
Q2 2023
Shares 539,771 Value ($000) $27,113 Avg Close — Range —
Q1 2023
Shares 550,629 Value ($000) $27,878 Avg Close — Range —
Q4 2022
Shares 559,906 Value ($000) $27,822 Avg Close — Range —
Q3 2022
Shares 263,082 Value ($000) $12,738 Avg Close — Range —
Q2 2022
Shares 309,422 Value ($000) $15,443 Avg Close — Range —
Q1 2022
Shares 257,963 Value ($000) $13,270 Avg Close — Range —