Global Retirement Partners, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$25.35 - $28.49 $43,095 - $48,433	-1,700 Reduced 48.99%	1,770 $50,000
Q4 2023 Jan 18, 2024	BUY	$23.75 - $25.99 $926 - $1,013	39 Added 1.14%	3,470 $87,000
Q3 2023 Oct 13, 2023	BUY	$22.87 - $24.87 $846 - $920	37 Added 1.09%	3,431 $84,000
Q2 2023 Jul 20, 2023	BUY	$21.7 - $23.09 $889 - $946	41 Added 1.22%	3,394 $77,000
Q1 2023 May 05, 2023	BUY	$20.96 - $23.77 $775 - $879	37 Added 1.12%	3,353 $74,000
Q4 2022 Feb 13, 2023	SELL	$21.04 - $23.04 $56,513 - $61,885	-2,686 Reduced 44.75%	3,316 $72,000
Q3 2022 Nov 03, 2022	BUY	N/A	2,228 Added 59.04%	6,002 $137,000
Q2 2022 Jul 15, 2022	BUY	N/A	40 Added 1.07%	3,774 $72,000
Q1 2022 Jul 14, 2022	BUY	N/A	3,734 New	3,734 $82,000
Q4 2021 Jan 21, 2022	SELL	N/A	-2,647 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	N/A	25 Added 0.95%	2,647 $48,000
Q2 2021 Jul 15, 2021	BUY	N/A	23 Added 0.88%	2,622 $52,000
Q1 2021 Apr 14, 2021	SELL	N/A	-1,190 Reduced 31.41%	2,599 $43,000
Q1 2020 Apr 28, 2020	SELL	N/A	-31,932 Reduced 89.39%	3,789 $34,000
Q4 2019 Jan 23, 2020	BUY	N/A	4,856 Added 15.73%	35,721 $779,000
Q3 2019 Nov 19, 2019	BUY	N/A	108 Added 0.35%	30,865 $718,000
Q2 2019 Nov 19, 2019	BUY	N/A	6,680 Added 27.74%	30,757 $772,000
Q1 2019 May 07, 2019	BUY	N/A	2,732 Added 12.8%	24,077 $614,000
Q4 2018 Feb 22, 2019	BUY	N/A	9,638 Added 82.33%	21,345 $476,000
Q3 2018 Oct 17, 2018	SELL	N/A	-121 Reduced 1.02%	11,707 $321,000
Q2 2018 Aug 13, 2018	SELL	N/A	-65 Reduced 0.55%	11,828 $314,000
Q1 2018 Aug 10, 2018	BUY	N/A	15 Added 0.13%	11,893 $285,000
Q4 2017 Aug 13, 2018	BUY	N/A	987 Added 9.06%	11,878 $326,000
Q3 2017 Aug 10, 2018	BUY	N/A	2,556 Added 30.67%	10,891 $307,000
Q2 2017 Aug 10, 2018	BUY	N/A	6,905 Added 482.87%	8,335 $248,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,430	1,430 $38,000

Others Institutions Holding AMJ

# of Institutions

Shares Held

662K

Call Options Held

200

Put Options Held

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