Avantax Planning Partners, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1005441 DUBUQUE, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$16,443,095

+$1,603,606 QoQ

Shares Held

50,234

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#1,113

of 5,048 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,413,763 across 6 Banks - Diversified names. JPM ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	50,234	$16,443,095
2	BAC	Bank Of America Corp /De/	105,423	$6,007,002
3	WFC	Wells Fargo & Company/Mn	11,555	$954,905
4	C	Citigroup Inc	3,361	$470,405
5	RY	Royal Bank Of Canada	1,436	$297,208
6	HSBC	Hsbc Holdings PLC	2,536	$241,148

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,443,095	50,234	-0.4%	Shares	Sole	2026-07-28
2026-03-31	$14,839,489	50,447	-1.4%	Shares	Sole	2026-05-04
2025-12-31	$16,492,186	51,183	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$16,302,684	51,684	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$15,227,522	52,525	+1.8%	Shares	Sole	2025-08-11
2025-03-31	$12,656,989	51,598	-3.1%	Shares	Sole	2025-04-29
2024-12-31	$12,770,310	53,274	+2.9%	Shares	Sole	2025-02-07
2024-09-30	$10,916,643	51,772	-25.7%	Shares	Sole	2024-11-14
2024-06-30	$14,100,555	69,715	-12.2%	Shares	Sole	2024-08-09
2024-03-31	$15,903,219	79,397	+36.7%	Shares	Sole	2024-05-03
2023-12-31	$9,878,217	58,073	+23.9%	Shares	Sole	2024-02-09
2023-09-30	$6,795,492	46,859	+1.2%	Shares	Sole	2023-11-06
2023-06-30	$6,733,581	46,298	+2.6%	Shares	Sole	2023-07-18
2023-03-31	$5,881,411	45,134	+9.5%	Shares	Sole	2023-04-21
2022-12-31	$5,527,065	41,216	-1.6%	Shares	Sole	2023-02-10
2022-09-30	$4,378,654	41,901	+5.4%	Shares	Sole	2022-10-14
2022-06-30	$4,477,260	39,759	+11.6%	Shares	Sole	2022-07-18
2022-03-31	$4,858,172	35,638	-0.9%	Shares	Sole	2022-05-09
2021-12-31	$5,693,790	35,957	+3.7%	Shares	Sole	2022-01-28
2021-09-30	$5,677,751	34,686	+3.0%	Shares	Sole	2021-10-27
2021-06-30	$5,238,742	33,681	-0.8%	Shares	Sole	2021-08-10
2021-03-31	$5,169,730	33,960	-4.6%	Shares	Sole	2021-05-06
2020-12-31	$4,521,785	35,585	-9.5%	Shares	Sole	2021-02-04
2020-09-30	$3,783,988	39,306	+2.5%	Shares	Sole	2020-10-28
2020-06-30	$3,606,354	38,341	-11.3%	Shares	Sole	2020-07-15
2020-03-31	$3,889,746	43,205	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.