Back to JPM-PM
Avantax Planning Partners, Inc. → JPM-PM
Avantax Planning Partners, Inc. JPM-PM Position History
JPM-PM
Quarters held
35
Latest value
$310K
Q3 2026
Peak value
$121.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q4 2025 | $16.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $7.4M |
| Q4 2025 | $22.1M |
| Q4 2025 | $63.2M |
| Q4 2025 | $77M |
| Q4 2025 | $113.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $14.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $7.7M |
| Q1 2026 | $22.4M |
| Q1 2026 | $62M |
| Q1 2026 | $78.8M |
| Q1 2026 | $116.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $16.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $8M |
| Q2 2026 | $23.5M |
| Q2 2026 | $67.6M |
| Q2 2026 | $81M |
| Q2 2026 | $121.8M |
| Q2 2026 | $343K |
| Q3 2026 | $1.3M |
| Q3 2026 | $16.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $8.2M |
| Q3 2026 | $23.5M |
| Q3 2026 | $39.7M |
| Q3 2026 | $75.2M |
| Q3 2026 | $113.8M |
| Q3 2026 | $231K |
| Q3 2026 | $310K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $310K | 2.9K | — | — |
| Q3 2026 | $231K | 3.8K | — | — |
| Q3 2026 | $113.8M | 2.44M | — | — |
| Q3 2026 | $75.2M | 1.68M | — | — |
| Q3 2026 | $39.7M | 835.3K | — | — |
| Q3 2026 | $23.5M | 417.7K | — | — |
| Q3 2026 | $8.2M | 129.2K | — | — |
| Q3 2026 | $1.3M | 29.7K | — | — |
| Q3 2026 | $16.2M | 49.1K | — | — |
| Q3 2026 | $1.3M | 57.9K | — | — |
| Q2 2026 | $343K | 3.1K | — | — |
| Q2 2026 | $121.8M | 2.52M | — | — |
| Q2 2026 | $81M | 1.73M | — | — |
| Q2 2026 | $67.6M | 1.34M | — | — |
| Q2 2026 | $23.5M | 415.9K | — | — |
| Q2 2026 | $8M | 127.4K | — | — |
| Q2 2026 | $1.4M | 30.8K | — | — |
| Q2 2026 | $16.4M | 50.2K | — | — |
| Q2 2026 | $1.3M | 57.9K | — | — |
| Q1 2026 | $116.4M | 2.43M | — | — |
| Q1 2026 | $78.8M | 1.67M | — | — |
| Q1 2026 | $62M | 1.24M | — | — |
| Q1 2026 | $22.4M | 395.3K | — | — |
| Q1 2026 | $7.7M | 123.6K | — | — |
| Q1 2026 | $1.4M | 30.1K | — | — |
| Q1 2026 | $14.8M | 50.4K | — | — |
| Q1 2026 | $1.3M | 57.9K | — | — |
| Q4 2025 | $113.5M | 2.33M | — | — |
| Q4 2025 | $77M | 1.63M | — | — |
| Q4 2025 | $63.2M | 1.25M | — | — |
| Q4 2025 | $22.1M | 385.6K | — | — |
| Q4 2025 | $7.4M | 122.5K | — | — |
| Q4 2025 | $1.3M | 28.2K | — | — |
| Q4 2025 | $16.5M | 51.2K | — | — |
| Q4 2025 | $1.3M | 57.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B