Hcr Wealth Advisors Jpmorgan Chase & CO Alerian Ml Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	N/A	-24,650 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	N/A	-15,200 Reduced 38.14%	24,650 $266,000
Q2 2020 Jul 30, 2020	SELL	N/A	-71,423 Reduced 64.19%	39,850 $527,000
Q1 2020 May 08, 2020	SELL	N/A	-22,348 Reduced 16.72%	111,273 $1.01 Million
Q4 2019 Feb 07, 2020	BUY	N/A	13,950 Added 11.66%	133,621 $2.91 Million

Q3 2019 Nov 07, 2019	SELL	N/A	-21,310 Reduced 15.12%	119,671 $2.78 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-28,781 Reduced 16.95%	140,981 $3.54 Million
Q1 2019 May 10, 2019	BUY	N/A	41,660 Added 32.52%	169,762 $9.12 Million
Q4 2018 Jan 31, 2019	SELL	N/A	-8,500 Reduced 6.22%	128,102 $2.86 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-1,115 Reduced 0.81%	136,602 $3.62 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,288 Reduced 0.93%	137,717 $3.66 Million
Q1 2018 May 15, 2018	BUY	N/A	1,636 Added 1.19%	139,005 $3.34 Million
Q4 2017 Feb 13, 2018	BUY	N/A	20,655 Added 17.7%	137,369 $3.76 Million
Q3 2017 Nov 13, 2017	BUY	N/A	12,919 Added 12.45%	116,714 $3.29 Million
Q2 2017 Aug 16, 2017	BUY	N/A	103,795	103,795 $3.08 Million

Others Institutions Holding AMJ

# of Institutions

176

Shares Held

102M

Call Options Held

700

Put Options Held

10.1K

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
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