Evoke Wealth, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$22.87 - $24.87 $28,770 - $31,286	-1,258 Reduced 5.48%	21,679 $535,000
Q2 2023 Aug 09, 2023	SELL	$21.7 - $23.09 $81,787 - $87,026	-3,769 Reduced 14.11%	22,937 $525,000
Q1 2023 May 08, 2023	SELL	$20.96 - $23.77 $80,339 - $91,110	-3,833 Reduced 12.55%	26,706 $592,000
Q3 2022 Nov 07, 2022	BUY	N/A	4,500 Added 17.28%	30,539 $613,000
Q2 2022 Aug 04, 2022	BUY	N/A	11,900 Added 84.16%	26,039 $494,000
Q4 2021 Feb 09, 2022	BUY	N/A	5,200 Added 58.17%	14,139 $252,000
Q3 2021 Nov 12, 2021	BUY	N/A	7,300 Added 445.39%	8,939 $162,000
Q1 2021 May 13, 2021	SELL	N/A	-5,361 Reduced 76.59%	1,639 $27,000
Q3 2020 Nov 13, 2020	BUY	N/A	161 Added 2.35%	7,000 $75,000
Q2 2020 Aug 10, 2020	SELL	N/A	-4,534 Reduced 39.87%	6,839 $90,000
Q1 2020 May 07, 2020	BUY	N/A	11,373 New	11,373 $103 Million
Q4 2019 Feb 07, 2020	SELL	N/A	-32,384 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	N/A	32,384 New	32,384 $754 Million

Others Institutions Holding AMJ

# of Institutions

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.