Plante Moran Financial Advisors, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$23.75 - $25.99 $6,792 - $7,433	286 New	286 $7,000
Q4 2021 Feb 09, 2022	SELL	N/A	-11,159 Reduced 71.09%	4,538 $81,000
Q3 2021 Nov 08, 2021	BUY	N/A	3,500 Added 28.7%	15,697 $285,000
Q3 2020 Nov 12, 2020	SELL	N/A	-15,432 Reduced 55.85%	12,197 $131,000
Q2 2020 Aug 10, 2020	BUY	N/A	6,659 Added 31.75%	27,629 $365,000
Q1 2020 May 07, 2020	SELL	N/A	-35,777 Reduced 63.05%	20,970 $189,000
Q4 2019 Feb 14, 2020	SELL	N/A	-71,938 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	N/A	8,083 Added 12.66%	71,938 $0
Q2 2019 Aug 13, 2019	BUY	N/A	1,566 Added 2.51%	63,855 $1.6 Million
Q1 2019 May 13, 2019	BUY	N/A	2,012 Added 3.34%	62,289 $1.59 Million
Q4 2018 Jan 29, 2019	BUY	N/A	45,837 Added 317.43%	60,277 $1.35 Million
Q3 2018 Nov 09, 2018	BUY	N/A	3,600 Added 33.21%	14,440 $397,000
Q2 2018 Jul 26, 2018	BUY	N/A	540 Added 5.24%	10,840 $288,000
Q1 2018 May 01, 2018	BUY	N/A	3,495 Added 51.36%	10,300 $247,000
Q4 2017 Feb 01, 2018	BUY	N/A	865 Added 14.56%	6,805 $187,000
Q3 2017 Nov 08, 2017	BUY	N/A	5,940	5,940 $168,000

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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