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Avantax Planning Partners, Inc.: JPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on JPEM, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 127,408 JPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,408 shares
    Change vs previous 13F +3,814 shares

    0.2% of the 13F portfolio, value $7,998,674.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 123,594 shares
    Change vs previous 13F +1,049 shares

    0.21% of the 13F portfolio, value $7,678,475.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 122,545 shares
    Change vs previous 13F -2,143 shares

    0.21% of the 13F portfolio, value $7,442,158.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 124,688 shares
    Change vs previous 13F +3,398 shares

    0.21% of the 13F portfolio, value $7,356,068.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 121,290 shares
    Change vs previous 13F +4,011 shares

    0.22% of the 13F portfolio, value $6,842,309.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 117,279 shares
    Change vs previous 13F -2,919 shares

    0.22% of the 13F portfolio, value $6,183,043.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 120,198 shares
    Change vs previous 13F +3,624 shares

    0.22% of the 13F portfolio, value $6,236,185.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 116,574 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,601,411.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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