J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

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

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

Q4 2025
Shares 1,626,978 Value ($000) $77,037 Avg Close — Range —
Q3 2025
Shares 1,582,620 Value ($000) $75,254 Avg Close — Range —
Q2 2025
Shares 902,479 Value ($000) $42,471 Avg Close — Range —
Q1 2025
Shares 548,534 Value ($000) $25,803 Avg Close — Range —
Q4 2024
Shares 409,843 Value ($000) $18,881 Avg Close — Range —
Q3 2024
Shares 277,158 Value ($000) $13,370 Avg Close — Range —
Q2 2024
Shares 113,355 Value ($000) $5,252 Avg Close — Range —