Howard Wealth Management, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Howard Wealth Management, LLC

$171 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$25.35 - $28.49 $5,703 - $6,410	225 Added 2.14%	10,732 $305,000
Q4 2023 Feb 07, 2024	SELL	$23.75 - $25.99 $7,956 - $8,706	-335 Reduced 3.09%	10,507 $266,000
Q2 2023 Aug 01, 2023	SELL	$21.7 - $23.09 $89,577 - $95,315	-4,128 Reduced 27.58%	10,842 $248,000
Q1 2023 May 04, 2023	SELL	$20.96 - $23.77 $209 - $237	-10 Reduced 0.07%	14,970 $332,000
Q4 2022 Jan 26, 2023	SELL	$21.04 - $23.04 $38,924 - $42,624	-1,850 Reduced 10.99%	14,980 $0
Q3 2022 Nov 01, 2022	SELL	N/A	-400 Reduced 2.32%	16,830 $337,000
Q2 2022 Aug 09, 2022	SELL	N/A	-450 Reduced 2.55%	17,230 $326,000
Q1 2022 Apr 20, 2022	SELL	N/A	-715 Reduced 3.89%	17,680 $369,000
Q4 2021 Jan 18, 2022	SELL	N/A	-97 Reduced 0.52%	18,395 $327,000
Q2 2021 Jul 27, 2021	SELL	N/A	-305 Reduced 1.62%	18,492 $363,000
Q1 2021 Apr 23, 2021	SELL	N/A	-1,545 Reduced 7.6%	18,797 $311,000
Q4 2020 Feb 02, 2021	SELL	N/A	-875 Reduced 4.12%	20,342 $282,000
Q3 2020 Oct 29, 2020	SELL	N/A	-1,975 Reduced 8.52%	21,217 $228,000
Q2 2020 Aug 03, 2020	SELL	N/A	-263 Reduced 1.12%	23,192 $306,000
Q1 2020 May 04, 2020	SELL	N/A	-11,593 Reduced 33.08%	23,455 $211,000
Q4 2019 Feb 05, 2020	BUY	N/A	35,048 New	35,048 $764,000

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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