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AVANTAX ADVISORY SERVICES, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on JPM, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 328,596 JPM shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 328,596 shares
    Change vs previous 13F +5,246 shares

    0.52% of the 13F portfolio, value $95,263,311.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 323,350 shares
    Change vs previous 13F +2,391 shares

    0.48% of the 13F portfolio, value $79,317,649.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 320,959 shares
    Change vs previous 13F +7,229 shares

    0.48% of the 13F portfolio, value $76,937,136.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 313,730 shares
    Change vs previous 13F +6,382 shares

    0.43% of the 13F portfolio, value $66,153,171.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 307,348 shares
    Change vs previous 13F +111,693 shares

    0.44% of the 13F portfolio, value $62,164,125.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 195,655 shares
    Change vs previous 13F +1,909 shares

    0.35% of the 13F portfolio, value $39,189,668.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 193,746 shares
    Change vs previous 13F +4,965 shares

    0.33% of the 13F portfolio, value $32,956,128.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 188,781 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $27,377,071.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).