AVANTAX PLANNING PARTNERS, INC. – JPMorgan Chase & Co. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$4.37M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.39% | 2.14K shares | -98K | $104.5 | 41.90K |
| Q2 2022 | share | Increase | +11.56% | 4.12K shares | -381K | $112.61 | 39.75K |
| Q1 2022 | share | Decrease | -0.89% | -319 shares | -836K | $136.32 | 35.63K |
| Q4 2021 | share | Increase | +3.66% | 1.27K shares | 16K | $158.48 | 35.95K |
| Q3 2021 | share | Increase | +2.98% | 1.00K shares | 439K | $162.73 | 34.68K |
| Q2 2021 | share | Decrease | -0.82% | -279 shares | 69K | $153.74 | 33.68K |
| Q1 2021 | share | Decrease | -4.57% | -1.62K shares | 648K | $149.59 | 33.96K |
| Q4 2020 | share | Increase | 0.00% | 35.58K shares | 4.52M | $123.98 | 35.58K |
| Q4 2018 | share | Increase | +10.37% | 1.68K shares | -82K | $89.1 | 17.87K |
| Q3 2018 | share | Increase | +10.37% | 1.52K shares | 298K | $102.28 | 16.19K |
| Q2 2018 | share | Decrease | -44.83% | -11.92K shares | -1.39M | $93.95 | 14.67K |
| Q1 2018 | share | Increase | +2.23% | 579 shares | 143K | $98.65 | 26.59K |
| Q4 2017 | share | Decrease | -21.88% | -7.28K shares | -399K | $95.45 | 26.01K |
| Q3 2017 | share | Decrease | -0.40% | -133 shares | 125K | $84.75 | 33.30K |
| Q2 2017 | share | Increase | +1.48% | 489 shares | 162K | $80.67 | 33.44K |
| Q1 2017 | share | Decrease | -27.80% | -12.68K shares | -1.04M | $77.09 | 32.95K |
| Q4 2016 | share | Increase | 0.00% | 45.63K shares | 3.93M | $75.31 | 45.63K |