Klingman & Associates, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	N/A	-240,887 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	N/A	-233,602 Reduced 49.23%	240,887 $5.25 Million
Q3 2019 Oct 22, 2019	SELL	N/A	-19,905 Reduced 4.03%	474,489 $11 Million
Q2 2019 Sep 27, 2019	BUY	N/A	246,178 Added 99.18%	494,394 $12.4 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-269,506 Reduced 52.06%	248,216 $6.23 Million
Q1 2019 May 03, 2019	SELL	N/A	-5,607 Reduced 1.07%	517,722 $13.2 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-331,815 Reduced 38.8%	523,329 $11.7 Million
Q3 2018 Oct 26, 2018	SELL	N/A	-12,761 Reduced 1.47%	855,144 $23.5 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-151,840 Reduced 14.89%	867,905 $23.1 Million
Q1 2018 Apr 25, 2018	BUY	N/A	65,195 Added 6.83%	1,019,745 $24.5 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-17,059 Reduced 1.76%	954,550 $26.2 Million
Q3 2017 Oct 24, 2017	BUY	N/A	971,609	971,609 $27.4 Million

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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