Regal Investment Advisors LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$25.35 - $28.49 $596,840 - $670,768	-23,544 Reduced 45.39%	28,331 $807,000
Q4 2023 Feb 14, 2024	SELL	$23.75 - $25.99 $14,250 - $15,593	-600 Reduced 1.14%	51,875 $1.32 Million
Q3 2023 Nov 13, 2023	SELL	$22.87 - $24.87 $1,463 - $1,591	-64 Reduced 0.12%	52,475 $1.3 Million
Q2 2023 Aug 11, 2023	SELL	$21.7 - $23.09 $44,962 - $47,842	-2,072 Reduced 3.79%	52,539 $1.2 Million
Q1 2023 May 11, 2023	SELL	$20.96 - $23.77 $423,811 - $480,629	-20,220 Reduced 27.02%	54,611 $1.21 Million
Q4 2022 Mar 01, 2023	SELL	$21.04 - $23.04 $31,644 - $34,652	-1,504 Reduced 1.97%	74,831 $1.63 Million
Q3 2022 Nov 15, 2022	BUY	N/A	1,260 Added 1.68%	76,335 $1.53 Million
Q2 2022 Aug 09, 2022	BUY	N/A	2,285 Added 3.14%	75,075 $1.42 Million
Q1 2022 May 09, 2022	SELL	N/A	-4,284 Reduced 5.56%	72,790 $1.52 Million
Q4 2021 Feb 10, 2022	BUY	N/A	8,925 Added 13.1%	77,074 $1.37 Million
Q3 2021 Nov 05, 2021	SELL	N/A	-3,826 Reduced 5.32%	68,149 $1.24 Million
Q2 2021 Aug 09, 2021	BUY	N/A	71,975 New	71,975 $1.41 Million
Q1 2021 May 12, 2021	SELL	N/A	-81,121 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	N/A	81,121 New	81,121 $1.13 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-100,782 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	N/A	100,782 New	100,782 $1.33 Million
Q1 2020 May 12, 2020	SELL	N/A	-68,091 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	N/A	3,628 Added 5.63%	68,091 $1.49 Million
Q3 2019 Nov 15, 2019	BUY	N/A	3,913 Added 6.46%	64,463 $1.5 Million
Q2 2019 Jul 26, 2019	BUY	N/A	3,770 Added 6.64%	60,550 $1.52 Million
Q1 2019 May 09, 2019	BUY	N/A	1,454 Added 2.63%	56,780 $1.45 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-3,314 Reduced 5.65%	55,326 $1.24 Million
Q3 2018 Nov 05, 2018	BUY	N/A	24,742 Added 72.99%	58,640 $1.61 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-26,526 Reduced 43.9%	33,898 $901,000
Q1 2018 Apr 25, 2018	BUY	N/A	19,673 Added 48.28%	60,424 $1.45 Million
Q4 2017 Feb 06, 2018	BUY	N/A	5,258 Added 14.81%	40,751 $1.12 Million
Q3 2017 Nov 08, 2017	BUY	N/A	35,493	35,493 $1 Million

Others Institutions Holding AMJ

# of Institutions

Shares Held

662K

Call Options Held

200

Put Options Held

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