Smith & Howard Wealth Management, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Smith & Howard Wealth Management, LLC

$354 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 04, 2020	SELL	N/A	-17,148 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	N/A	17,148 New	17,148 $155,000
Q4 2019 Jan 13, 2020	SELL	N/A	-50,976 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	N/A	-4,172 Reduced 7.57%	50,976 $1.19 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-2,133 Reduced 3.72%	55,148 $1.39 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-16,620 Reduced 22.49%	57,281 $1.46 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-23,373 Reduced 24.03%	73,901 $1.65 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-27,230 Reduced 21.87%	97,274 $2.67 Million
Q1 2018 May 14, 2018	SELL	N/A	-149,985 Reduced 54.64%	124,504 $2.99 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-202,197 Reduced 42.42%	274,489 $7.54 Million
Q3 2017 Nov 15, 2017	BUY	N/A	2,072 Added 0.44%	476,686 $13.5 Million
Q2 2017 Aug 11, 2017	BUY	N/A	474,614	474,614 $14.1 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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