Clearstead Advisors, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$25.35 - $28.49 $709 - $797	28 Added 0.91%	3,114 $88,000
Q4 2023 Feb 12, 2024	BUY	$23.75 - $25.99 $760 - $831	32 Added 1.05%	3,086 $78,000
Q3 2023 Nov 13, 2023	SELL	$22.87 - $24.87 $4,047 - $4,401	-177 Reduced 5.48%	3,054 $75,000
Q3 2023 Nov 07, 2023	BUY	$22.87 - $24.87 $4,734 - $5,148	207 Added 6.85%	3,231 $79,000
Q2 2023 Aug 07, 2023	SELL	$21.7 - $23.09 $108,500 - $115,450	-5,000 Reduced 62.31%	3,024 $69,000
Q1 2023 May 09, 2023	BUY	$20.96 - $23.77 $74,596 - $84,597	3,559 Added 79.71%	8,024 $178,000
Q3 2022 Nov 14, 2022	BUY	N/A	2,510 Added 128.39%	4,465 $90,000
Q1 2022 May 04, 2022	BUY	N/A	848 Added 76.6%	1,955 $41,000
Q4 2021 Feb 14, 2022	BUY	N/A	1,005 Added 985.29%	1,107 $20,000
Q1 2021 May 14, 2021	BUY	N/A	102 New	102 $2,000
Q4 2020 Feb 11, 2021	SELL	N/A	-112 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	N/A	112 New	112 $1,000
Q2 2020 Aug 11, 2020	SELL	N/A	-2,000 Closed	0 $0
Q1 2020 May 14, 2020	BUY	N/A	2,000 New	2,000 $18,000
Q3 2018 Nov 13, 2018	SELL	N/A	-14,054 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	14,054 New	14,054 $374,000
Q1 2018 May 14, 2018	SELL	N/A	-7,280 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	7,280	7,280 $205,000

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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