Caldwell Trust CO Jpmorgan Chase & CO Alerian Ml Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 24, 2025	SELL	$0.0 - $28.95 $0 - $31,352	-1,083 Closed	0 $0
Q1 2024 Sep 24, 2025	BUY	$25.35 - $28.49 $27,454 - $30,854	1,083 New	1,083 $30.9 Million
Q2 2023 Oct 01, 2025	SELL	$21.7 - $23.09 $117,548 - $125,078	-5,417 Reduced 83.34%	1,083 $24.8 Million
Q1 2023 Oct 01, 2025	BUY	$20.96 - $23.77 $136,240 - $154,505	6,500 New	6,500 $144 Million
Q3 2022 Oct 01, 2025	BUY	N/A	6,500 New	6,500 $130 Million
Q1 2022 Oct 01, 2025	BUY	N/A	6,500 New	6,500 $136 Million
Q3 2021 Oct 02, 2025	SELL	N/A	-1,200 Reduced 15.58%	6,500 $118 Million
Q1 2021 Oct 02, 2025	BUY	N/A	7,700 New	7,700 $128 Million
Q4 2020 Oct 02, 2025	BUY	N/A	7,700 New	7,700 $107 Million
Q1 2020 Oct 02, 2025	BUY	N/A	7,700 New	7,700 $69.5 Million
Q4 2019 Oct 06, 2025	BUY	N/A	7,700 New	7,700 $168 Million

Others Institutions Holding AMJ

# of Institutions

13

Shares Held

638K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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