J P MORGAN EXCHANGE TRADED F

Ticker: JPIB CUSIP: 46641Q852 Class: INTL BD OPP ETF

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

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

Q4 2025
Shares 2,329,725 Value ($000) $113,458 Avg Close Range
Q3 2025
Shares 2,251,106 Value ($000) $110,372 Avg Close Range
Q2 2025
Shares 1,302,392 Value ($000) $63,322 Avg Close Range
Q1 2025
Shares 747,202 Value ($000) $35,784 Avg Close Range
Q4 2024
Shares 604,912 Value ($000) $28,588 Avg Close Range
Q3 2024
Shares 482,673 Value ($000) $23,484 Avg Close Range
Q2 2024
Shares 302,240 Value ($000) $14,243 Avg Close Range
Q1 2024
Shares 235,044 Value ($000) $11,193 Avg Close Range
Q4 2023
Shares 250,149 Value ($000) $11,955 Avg Close Range
Q3 2023
Shares 264,603 Value ($000) $12,037 Avg Close Range
Q2 2023
Shares 272,896 Value ($000) $12,717 Avg Close Range
Q1 2023
Shares 283,188 Value ($000) $13,412 Avg Close Range
Q4 2022
Shares 288,415 Value ($000) $13,262 Avg Close Range
Q3 2022
Shares 126,306 Value ($000) $5,616 Avg Close Range
Q2 2022
Shares 105,109 Value ($000) $4,724 Avg Close Range
Q1 2022
Shares 40,992 Value ($000) $2,006 Avg Close Range
Q4 2021
Shares 12,385 Value ($000) $627 Avg Close Range
Q3 2021
Shares 12,406 Value ($000) $637 Avg Close Range
Q2 2021
Shares 11,391 Value ($000) $587 Avg Close Range
Q1 2021
Shares 9,973 Value ($000) $512 Avg Close Range
Q4 2020
Shares 9,852 Value ($000) $511 Avg Close Range
Q3 2020
Shares 9,039 Value ($000) $455 Avg Close Range
Q2 2020
Shares 8,160 Value ($000) $405 Avg Close Range
Q1 2020
Shares 7,743 Value ($000) $365 Avg Close Range
Q4 2019
Shares 7,735 Value ($000) $387 Avg Close Range
Q3 2019
Shares 7,388 Value ($000) $378 Avg Close Range
Q2 2019
Shares 7,463 Value ($000) $379 Avg Close Range
Q1 2019
Shares 6,463 Value ($000) $317 Avg Close Range
Q4 2018
Shares 6,685 Value ($000) $316 Avg Close Range
Q3 2018
Shares 394 Value ($000) $20 Avg Close Range
Q1 2018
Shares 344 Value ($000) $17 Avg Close Range