Meritage Portfolio Management Jpmorgan Chase & CO Alerian Ml Transaction History

Meritage Portfolio Management

$1.63 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	N/A	-14,990 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	N/A	-60,337 Reduced 80.1%	14,990 $327,000
Q3 2019 Oct 25, 2019	BUY	N/A	43,650 Added 137.8%	75,327 $1.75 Million
Q2 2019 Jul 30, 2019	BUY	N/A	2,495 Added 8.55%	31,677 $795,000
Q1 2019 Apr 25, 2019	SELL	N/A	-17,950 Reduced 38.08%	29,182 $744,000
Q4 2018 Jan 25, 2019	SELL	N/A	-38,153 Reduced 44.74%	47,132 $1.05 Million
Q3 2018 Oct 30, 2018	BUY	N/A	7,270 Added 9.32%	85,285 $2.34 Million
Q2 2018 Jul 25, 2018	BUY	N/A	6,990 Added 9.84%	78,015 $2.07 Million
Q1 2018 Apr 26, 2018	BUY	N/A	71,025 New	71,025 $1.7 Million
Q4 2017 Jan 29, 2018	SELL	N/A	-101,190 Closed	0 $0
Q3 2017 Oct 16, 2017	BUY	N/A	101,190	101,190 $2.86 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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