My Personal Cfo, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

My Personal Cfo, LLC

$172 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	SELL	$25.35 - $28.49 $169,490 - $190,484	-6,686 Reduced 8.43%	72,591 $2.07 Million
Q4 2023 Jan 22, 2024	SELL	$23.75 - $25.99 $49,875 - $54,579	-2,100 Reduced 2.58%	79,277 $2.01 Million
Q3 2023 Nov 06, 2023	SELL	$22.87 - $24.87 $37,735 - $41,035	-1,650 Reduced 1.99%	81,377 $2.01 Million
Q2 2023 Jul 12, 2023	BUY	$21.7 - $23.09 $455 - $484	21 Added 0.03%	83,027 $1.9 Million
Q1 2023 Apr 21, 2023	BUY	$20.96 - $23.77 $1.1 Million - $1.25 Million	52,655 Added 173.49%	83,006 $1.84 Million
Q4 2022 Jan 11, 2023	SELL	$21.04 - $23.04 $21 - $23	-1 Reduced -0.0%	30,351 $0
Q3 2022 Oct 20, 2022	BUY	N/A	55 Added 0.18%	30,352 $609,000
Q3 2022 Oct 18, 2022	SELL	N/A	-58,490 Reduced 65.88%	30,297 $608,000
Q2 2022 Aug 03, 2022	BUY	N/A	88,787 New	88,787 $1.68 Million
Q2 2022 Jul 08, 2022	SELL	N/A	-94,790 Closed	0 $0
Q1 2022 May 12, 2022	SELL	N/A	-3,221 Reduced 3.29%	94,790 $1.98 Million
Q4 2021 Apr 29, 2022	BUY	N/A	98,011 New	98,011 $1.75 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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