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

Sequoia Financial Advisors, LLC

$8.06 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$25.35 - $28.49 $1,368 - $1,538	-54 Reduced 0.64%	8,319 $237,000
Q4 2023 Jan 25, 2024	BUY	$23.75 - $25.99 $1,282 - $1,403	54 Added 0.65%	8,373 $212,000
Q3 2023 Nov 08, 2023	BUY	$22.87 - $24.87 $190,255 - $206,893	8,319 New	8,319 $205,000
Q1 2019 May 13, 2019	SELL	N/A	-13,039 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-174,247 Reduced 93.04%	13,039 $291,000
Q3 2018 Nov 14, 2018	SELL	N/A	-4,056 Reduced 2.12%	187,286 $5.14 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-652 Reduced 0.34%	191,342 $5.09 Million
Q1 2018 May 14, 2018	BUY	N/A	715 Added 0.37%	191,994 $4.61 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-6,678 Reduced 3.37%	191,279 $5.25 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-3,224 Reduced 1.6%	197,957 $5.59 Million
Q2 2017 Aug 09, 2017	BUY	N/A	201,181	201,181 $5.98 Million

Others Institutions Holding AMJ

# of Institutions

16

Shares Held

676K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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