Essex Financial Services, Inc. Jpmorgan Chase & CO Alerian Ml Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$20.96 - $23.77 $62,418 - $70,787	-2,978 Reduced 19.09%	12,620 $280,000
Q4 2022 Feb 10, 2023	SELL	$21.04 - $23.04 $42,627 - $46,679	-2,026 Reduced 11.5%	15,598 $339,000
Q3 2022 Nov 07, 2022	BUY	N/A	4,221 Added 31.49%	17,624 $354,000
Q2 2022 Aug 01, 2022	BUY	N/A	13,403 New	13,403 $254,000
Q4 2021 Feb 11, 2022	SELL	N/A	-13,095 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	N/A	13,095 New	13,095 $238,000
Q1 2020 May 15, 2020	SELL	N/A	-9,560 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	N/A	-211 Reduced 2.16%	9,560 $209,000
Q3 2019 Nov 04, 2019	BUY	N/A	246 Added 2.58%	9,771 $227,000
Q2 2019 Jul 30, 2019	SELL	N/A	-700 Reduced 6.85%	9,525 $239,000
Q1 2019 May 02, 2019	SELL	N/A	-1,600 Reduced 13.53%	10,225 $261,000
Q4 2018 Feb 07, 2019	SELL	N/A	-920 Reduced 7.22%	11,825 $264,000
Q3 2018 Nov 05, 2018	SELL	N/A	-215 Reduced 1.66%	12,745 $350,000
Q2 2018 Aug 07, 2018	SELL	N/A	-2,211 Reduced 14.57%	12,960 $344,000
Q1 2018 May 03, 2018	SELL	N/A	-940 Reduced 5.83%	15,171 $364,000
Q4 2017 Feb 07, 2018	SELL	N/A	-4,850 Reduced 23.14%	16,111 $443,000
Q3 2017 Nov 03, 2017	BUY	N/A	20,961	20,961 $592,000

Others Institutions Holding AMJ

# of Institutions

14

Shares Held

651K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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