Truepoint, Inc. Jpmorgan Chase & CO Alerian Ml Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$23.75 - $25.99 $17,432 - $19,076	734 Added 1.73%	43,129 $1.09 Million
Q3 2023 Nov 09, 2023	BUY	$22.87 - $24.87 $16,283 - $17,707	712 Added 1.71%	42,395 $1.05 Million
Q2 2023 Aug 08, 2023	BUY	$21.7 - $23.09 $16,209 - $17,248	747 Added 1.82%	41,683 $954,000
Q1 2023 May 08, 2023	BUY	$20.96 - $23.77 $14,818 - $16,805	707 Added 1.76%	40,936 $908,000
Q4 2022 Feb 13, 2023	BUY	$21.04 - $23.04 $13,781 - $15,091	655 Added 1.66%	40,229 $874,000
Q3 2022 Nov 14, 2022	BUY	N/A	643 Added 1.65%	39,574 $794,000
Q2 2022 Aug 08, 2022	BUY	N/A	590 Added 1.54%	38,931 $738,000
Q1 2022 May 11, 2022	BUY	N/A	921 Added 2.46%	38,341 $802,000
Q4 2021 Feb 02, 2022	BUY	N/A	720 Added 1.96%	37,420 $666,000
Q3 2021 Oct 28, 2021	SELL	N/A	-8,885 Reduced 19.49%	36,700 $667,000
Q2 2021 Aug 04, 2021	BUY	N/A	734 Added 1.64%	45,585 $896,000
Q1 2021 Apr 30, 2021	BUY	N/A	1,785 Added 4.14%	44,851 $744,000
Q4 2020 Feb 02, 2021	BUY	N/A	922 Added 2.19%	43,066 $598,000
Q3 2020 Nov 09, 2020	BUY	N/A	1,290 Added 3.16%	42,144 $454,000
Q2 2020 Aug 07, 2020	BUY	N/A	879 Added 2.2%	40,854 $539,000
Q1 2020 May 13, 2020	BUY	N/A	24,880 Added 164.82%	39,975 $0
Q4 2019 Jan 27, 2020	BUY	N/A	330 Added 2.24%	15,095 $329,000
Q3 2019 Nov 07, 2019	BUY	N/A	294 Added 2.03%	14,765 $344,000
Q2 2019 Aug 08, 2019	BUY	N/A	196 Added 1.37%	14,471 $363,000
Q1 2019 May 15, 2019	BUY	N/A	869 Added 6.48%	14,275 $364,000
Q4 2018 Feb 13, 2019	BUY	N/A	110 Added 0.83%	13,406 $299,000
Q3 2018 Nov 14, 2018	BUY	N/A	230 Added 1.76%	13,296 $365,000
Q2 2018 Aug 09, 2018	BUY	N/A	13,066 New	13,066 $347,000

Others Institutions Holding AMJ

# of Institutions

Shares Held

662K

Call Options Held

200

Put Options Held

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