Belpointe Asset Management LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$20.96 - $23.77 $2,892 - $3,280	-138 Reduced 2.44%	5,520 $122,000
Q4 2022 Feb 08, 2023	SELL	$21.04 - $23.04 $27,394 - $29,998	-1,302 Reduced 18.71%	5,658 $123,000
Q3 2022 Nov 14, 2022	SELL	N/A	-8,420 Reduced 54.75%	6,960 $139,000
Q2 2022 Aug 02, 2022	BUY	N/A	1,231 Added 8.7%	15,380 $292,000
Q1 2022 Apr 28, 2022	BUY	N/A	7,980 Added 129.36%	14,149 $296,000
Q4 2021 Feb 15, 2022	SELL	N/A	-9,610 Reduced 60.9%	6,169 $110,000
Q3 2021 Nov 15, 2021	SELL	N/A	-1,710 Reduced 9.78%	15,779 $287,000
Q2 2021 Aug 09, 2021	BUY	N/A	11,111 Added 174.21%	17,489 $344,000
Q1 2021 May 14, 2021	SELL	N/A	-14,572 Reduced 69.56%	6,378 $106,000
Q4 2020 Feb 16, 2021	SELL	N/A	-3,107 Reduced 12.92%	20,950 $291,000
Q3 2020 Nov 13, 2020	BUY	N/A	24,057 New	24,057 $259,000
Q1 2020 Jul 20, 2020	SELL	N/A	-11,213 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	N/A	-683 Reduced 5.74%	11,213 $244,000
Q3 2019 Jan 16, 2020	BUY	N/A	11,896 New	11,896 $277,000
Q1 2019 Jun 11, 2019	SELL	N/A	-6,164 Closed	0 $0
Q4 2018 Mar 06, 2019	SELL	N/A	-147,515 Reduced 95.99%	6,164 $138,000
Q3 2018 Nov 23, 2018	BUY	N/A	153,679 New	153,679 $4.22 Million
Q4 2017 Feb 15, 2018	SELL	N/A	-9,292 Closed	0 $0
Q3 2017 Nov 16, 2017	BUY	N/A	9,292	9,292 $262,000

Others Institutions Holding AMJ

# of Institutions

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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