Capital Asset Advisory Services LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Capital Asset Advisory Services LLC

$2.01 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$23.75 - $25.99 $188,337 - $206,100	7,930 New	7,930 $201,000
Q2 2022 Aug 11, 2022	SELL	N/A	-750 Reduced 8.44%	8,135 $154,000
Q1 2022 Apr 29, 2022	BUY	N/A	900 Added 11.27%	8,885 $186,000
Q4 2021 Feb 04, 2022	BUY	N/A	2,265 Added 39.6%	7,985 $142,000
Q3 2021 Oct 14, 2021	SELL	N/A	-800 Reduced 12.27%	5,720 $104,000
Q2 2021 Aug 06, 2021	BUY	N/A	1,145 Added 21.3%	6,520 $128,000
Q1 2021 May 13, 2021	BUY	N/A	5,375 New	5,375 $89,000
Q2 2020 Aug 14, 2020	SELL	N/A	-860 Closed	0 $0
Q1 2020 May 18, 2020	SELL	N/A	-34,378 Reduced 97.56%	860 $11,000
Q4 2019 Feb 13, 2020	BUY	N/A	35,080 Added 22202.53%	35,238 $716,000
Q4 2019 Feb 12, 2020	BUY	N/A	158 New	158 $718,000
Q1 2018 May 16, 2018	SELL	N/A	-13,701 Closed	0 $0
Q4 2017 Jan 11, 2018	SELL	N/A	-2,195 Reduced 13.81%	13,701 $376,000
Q3 2017 Oct 30, 2017	BUY	N/A	15,896	15,896 $449,000

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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