Kestra Advisory Services, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$25.35 - $28.49 $58,812 - $66,096	2,320 Added 2.44%	97,222 $2.77 Million
Q4 2023 Feb 14, 2024	SELL	$23.75 - $25.99 $118,108 - $129,248	-4,973 Reduced 4.98%	94,902 $2.41 Million
Q3 2023 Nov 09, 2023	BUY	$22.87 - $24.87 $492,962 - $536,072	21,555 Added 27.52%	99,875 $2.47 Million
Q2 2023 Aug 11, 2023	BUY	$21.7 - $23.09 $165,354 - $175,945	7,620 Added 10.78%	78,320 $1.79 Million
Q1 2023 May 12, 2023	BUY	$20.96 - $23.77 $199,497 - $226,242	9,518 Added 15.56%	70,700 $1.57 Million
Q4 2022 Jan 31, 2023	SELL	$21.04 - $23.04 $636,859 - $697,397	-30,269 Reduced 33.1%	61,182 $1.33 Million
Q3 2022 Nov 01, 2022	BUY	N/A	27,107 Added 42.13%	91,451 $1.84 Billion
Q2 2022 Aug 12, 2022	SELL	N/A	-10,570 Reduced 14.11%	64,344 $1.22 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-12,900 Reduced 14.69%	74,914 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-1,666 Reduced 1.86%	87,814 $0
Q3 2021 Oct 19, 2021	BUY	N/A	3,217 Added 3.73%	89,480 $0
Q2 2021 Jul 28, 2021	BUY	N/A	1,000 Added 1.17%	86,263 $0
Q1 2021 May 10, 2021	SELL	N/A	-33,702 Reduced 28.33%	85,263 $0
Q4 2020 Jan 20, 2021	BUY	N/A	32,869 Added 38.18%	118,965 $1.64 Billion
Q3 2020 Nov 12, 2020	BUY	N/A	86,096 New	86,096 $928 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

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