Lido Advisors, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$25.35 - $28.49 $126 - $142	5 Added 0.05%	10,194 $290,000
Q4 2023 Feb 14, 2024	BUY	$23.75 - $25.99 $142 - $155	6 Added 0.06%	10,189 $258,000
Q3 2023 Nov 14, 2023	SELL	$22.87 - $24.87 $156,705 - $170,409	-6,852 Reduced 40.22%	10,183 $251,000
Q2 2023 Aug 09, 2023	BUY	$21.7 - $23.09 $130 - $138	6 Added 0.04%	17,035 $390,000
Q1 2023 May 15, 2023	BUY	$20.96 - $23.77 $125 - $142	6 Added 0.04%	17,029 $377,000
Q4 2022 Feb 14, 2023	BUY	$21.04 - $23.04 $105 - $115	5 Added 0.03%	17,023 $370,000
Q3 2022 Nov 14, 2022	SELL	N/A	-1,170 Reduced 6.43%	17,018 $341,000
Q2 2022 Aug 15, 2022	BUY	N/A	4 Added 0.02%	18,188 $344,000
Q1 2022 May 17, 2022	BUY	N/A	1,179 Added 6.93%	18,184 $380,000
Q4 2021 Feb 15, 2022	SELL	N/A	-5,937 Reduced 25.88%	17,005 $302,000
Q3 2021 Feb 15, 2022	SELL	N/A	-89,613 Reduced 79.62%	22,942 $416,000
Q3 2021 Nov 12, 2021	BUY	N/A	74,106 Added 192.74%	112,555 $417,000
Q2 2021 Aug 12, 2021	SELL	N/A	-4,996 Reduced 11.5%	38,449 $756,000
Q1 2021 May 13, 2021	BUY	N/A	5 Added 0.01%	43,445 $721,000
Q4 2020 Feb 08, 2021	BUY	N/A	6 Added 0.01%	43,440 $603,000
Q3 2020 Nov 12, 2020	BUY	N/A	8 Added 0.02%	43,434 $468,000
Q2 2020 Aug 12, 2020	SELL	N/A	-6,749 Reduced 13.45%	43,426 $573,000
Q1 2020 May 13, 2020	SELL	N/A	-41,096 Reduced 45.03%	50,175 $453,000
Q4 2019 Feb 07, 2020	BUY	N/A	42,659 Added 87.75%	91,271 $1.99 Million
Q3 2019 Nov 12, 2019	BUY	N/A	14,724 Added 43.45%	48,612 $1.13 Million
Q2 2019 Aug 14, 2019	BUY	N/A	3,436 Added 11.28%	33,888 $850,000
Q1 2019 May 10, 2019	BUY	N/A	7,031 Added 30.02%	30,452 $776,000
Q4 2018 Feb 14, 2019	SELL	N/A	-7,423 Reduced 24.07%	23,421 $522,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,359 Added 4.61%	30,844 $846,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,259 Added 4.46%	29,485 $783,000
Q1 2018 May 10, 2018	BUY	N/A	12,813 Added 83.13%	28,226 $677,000
Q4 2017 Feb 15, 2018	SELL	N/A	-5,919 Reduced 27.75%	15,413 $423,000
Q3 2017 Nov 13, 2017	BUY	N/A	3,476 Added 19.47%	21,332 $577,000
Q4 2016 Sep 21, 2017	BUY	N/A	8,034 Added 81.8%	17,856 $564,000
Q3 2016 Sep 21, 2017	BUY	N/A	9,822	9,822 $309,000

Others Institutions Holding AMJ

# of Institutions

Shares Held

662K

Call Options Held

200

Put Options Held

View Full List

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
Sector ETFs
Industry ETFs

More about AMJ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account