Smallwood Wealth Investment Management, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$23.75 - $25.99 $39,306 - $43,013
1,655 Added 2.81%
60,463 $1.53 Million
Q3 2023

Oct 31, 2023
BUY
$22.87 - $24.87 $26,666 - $28,998
1,166 Added 2.02%
58,808 $1.45 Million
Q2 2023

Jul 17, 2023
SELL
$21.7 - $23.09 $8,419 - $8,958
-388 Reduced 0.67%
57,642 $1.32 Million
Q1 2023

Apr 25, 2023
SELL
$20.96 - $23.77 $4,736 - $5,372
-226 Reduced 0.39%
58,030 $1.29 Million
Q4 2022

Feb 14, 2023
SELL
$21.04 - $23.04 $170,234 - $186,416
-8,091 Reduced 12.19%
58,256 $1.27 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-6,714 Reduced 9.19%
66,347 $1.33 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-829 Reduced 1.12%
73,061 $1.39 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-1,079 Reduced 1.44%
73,890 $1.55 Million
Q4 2021

Apr 05, 2022
BUY
N/A
74,969 New
74,969 $1.34 Million

Others Institutions Holding AMJ

# of Institutions
15
Shares Held
662K
Call Options Held
200
Put Options Held
0
View Full List

About JPMORGAN CHASE & CO ALERIAN ML

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  • Ticker AMJ
  • Sector ETFs
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