Keel Point, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Keel Point, LLC

$1.19 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 12, 2023	SELL	$21.7 - $23.09 $447,345 - $476,000	-20,615 Reduced 55.87%	16,281 $372,000
Q1 2023 Apr 03, 2023	SELL	$20.96 - $23.77 $119,094 - $135,061	-5,682 Reduced 13.34%	36,896 $818,000
Q4 2022 Jan 17, 2023	SELL	$21.04 - $23.04 $455,326 - $498,608	-21,641 Reduced 33.7%	42,578 $0
Q3 2022 Oct 05, 2022	BUY	N/A	658 Added 1.04%	64,219 $1.29 Million
Q2 2022 Aug 11, 2022	BUY	N/A	21,423 Added 50.84%	63,561 $1.36 Million
Q1 2022 Apr 27, 2022	BUY	N/A	57 Added 0.14%	42,138 $881,000
Q4 2021 Jan 31, 2022	SELL	N/A	-9,721 Reduced 18.77%	42,081 $0
Q3 2021 Nov 04, 2021	BUY	N/A	51,802 New	51,802 $941,000
Q2 2021 Aug 06, 2021	SELL	N/A	-62,610 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	N/A	-4,200 Reduced 6.29%	62,610 $1.23 Million
Q1 2021 May 17, 2021	SELL	N/A	-1,340 Reduced 1.97%	66,810 $1.11 Million
Q4 2020 Feb 10, 2021	SELL	N/A	-33,616 Reduced 33.03%	68,150 $947,000
Q3 2020 Nov 18, 2020	BUY	N/A	101,766 New	101,766 $1.1 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-21,437 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	9,067 Added 73.3%	21,437 $605,000
Q2 2017 Aug 15, 2017	BUY	N/A	12,370	12,370 $367,000

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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