Strategic Wealth Partners, Ltd. Jpmorgan Chase & CO Alerian Ml Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Jpmorgan Chase & CO Alerian Ml stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 8,769 shares of AMJ stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,769
Previous 8,869 1.13%
Holding current value
$0
Previous $224,000 11.16%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
SELL
$25.35 - $28.49 $2,535 - $2,849
-100 Reduced 1.13%
8,769 $249,000
Q4 2023

May 20, 2024
SELL
$23.75 - $25.99 $11,613 - $12,709
-489 Reduced 5.23%
8,869 $224,000
Q2 2023

May 20, 2024
BUY
$21.7 - $23.09 $5,099 - $5,426
235 Added 2.58%
9,358 $214,000
Q1 2023

Apr 24, 2023
BUY
$20.96 - $23.77 $191,218 - $216,853
9,123 New
9,123 $202,000
Q3 2021

Nov 12, 2021
SELL
N/A
-10,839 Closed
0 $0
Q2 2021

Aug 25, 2021
SELL
N/A
-201 Reduced 1.82%
10,839 $213,000
Q1 2021

May 24, 2021
SELL
N/A
-517 Reduced 4.47%
11,040 $183,000
Q4 2020

Feb 18, 2021
SELL
N/A
-1,024 Reduced 8.14%
11,557 $161,000
Q3 2020

Nov 10, 2020
SELL
N/A
-30,861 Reduced 71.04%
12,581 $136,000
Q2 2020

Aug 11, 2020
SELL
N/A
-75,814 Reduced 63.57%
43,442 $573,000
Q4 2019

Jan 30, 2020
SELL
N/A
-28,199 Reduced 19.12%
119,256 $2.6 Million
Q3 2019

Oct 28, 2019
BUY
N/A
18,687 Added 14.51%
147,455 $404 Million
Q2 2019

Aug 06, 2019
BUY
N/A
3,926 Added 3.14%
128,768 $3.23 Million
Q1 2019

May 14, 2019
BUY
N/A
49,782 Added 66.32%
124,842 $3.22 Million
Q4 2018

Jan 24, 2019
BUY
N/A
15,088 Added 25.16%
75,060 $0
Q3 2018

Dec 06, 2018
BUY
N/A
5,047 Added 9.19%
59,972 $1.65 Million
Q2 2018

Sep 04, 2018
BUY
N/A
48,494 Added 754.07%
54,925 $1.46 Million
Q1 2018

Jul 13, 2018
BUY
N/A
6,431 New
6,431 $154,000

Others Institutions Holding AMJ

# of Institutions
16
Shares Held
676K
Call Options Held
200
Put Options Held
0
View Full List

About JPMORGAN CHASE & CO ALERIAN ML

AMJ Quotes by TradingView
  • Ticker AMJ
  • Sector ETFs
  • Industry ETFs
More about AMJ
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