SEC 13F Intelligence

Avantax Planning Partners, Inc. / JPIB

Avantax Planning Partners, Inc.’s J P Morgan Exchange Traded F Position

Does Avantax Planning Partners, Inc. own J P Morgan Exchange Traded F (JPIB)? Yes — 2.43M shares worth $116M (+3.19% of its 13F portfolio) as of Q1 2026, up from 2.33M shares the prior filed quarter.

Position Value
$116M
Q1 2026
Shares
2.43M
% of Portfolio
+3.19%
Quarters Held
30
currently held

Position History JPIB

Reported value by quarter
Q4 ’18: $316,000Q4 ’18Q1 ’19: $317,000Q2 ’19: $379,000Q3 ’19: $378,000Q4 ’19: $387,000Q4 ’19Q1 ’20: $365,000Q2 ’20: $405,000Q3 ’20: $455,000Q4 ’20: $511,000Q4 ’20Q1 ’21: $512,000Q2 ’21: $587,000Q3 ’21: $637,000Q4 ’21: $627,000Q4 ’21Q1 ’22: $2MQ2 ’22: $5MQ3 ’22: $6MQ4 ’22: $13MQ4 ’22Q1 ’23: $13MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $11MQ2 ’24: $14MQ3 ’24: $23MQ4 ’24: $29MQ4 ’24Q1 ’25: $36MQ2 ’25: $63MQ3 ’25: $110MQ4 ’25: $113MQ4 ’25Q1 ’26: $116Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.43M$116M+3.19%
Q4 20252.33M$113M+3.17%
Q3 20252.25M$110M+3.16%
Q2 20251.30M$63M+2.01%
Q1 2025747.2K$36M+1.27%
Q4 2024604.9K$29M+1.03%
Q3 2024482.7K$23M+0.84%
Q2 2024302.2K$14M+0.46%
Q1 2024235.0K$11M+0.36%
Q4 2023250.1K$12M+0.46%
Q3 2023264.6K$12M+0.50%
Q2 2023272.9K$13M+0.51%
Q1 2023283.2K$13M+0.54%
Q4 2022288.4K$13M+0.53%
Q3 2022126.3K$6M+0.25%
Q2 2022105.1K$5M+0.20%
Q1 202241.0K$2M+0.08%
Q4 202112.4K$627,000+0.03%
Q3 202112.4K$637,000+0.03%
Q2 202111.4K$587,000+0.03%
Q1 202110.0K$512,000+0.03%
Q4 20209.9K$511,000+0.03%
Q3 20209.0K$455,000+0.02%
Q2 20208.2K$405,000+0.02%
Q1 20207.7K$365,000+0.03%
Q4 20197.7K$387,000+0.02%
Q3 20197.4K$378,000+0.02%
Q2 20197.5K$379,000+0.02%
Q1 20196.5K$317,000+0.02%
Q4 20186.7K$316,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avantax Planning Partners, Inc.’s full portfolio or all institutional holders of JPIB.