Lee Financial CO Jpmorgan Chase & CO Alerian Ml Transaction History

Lee Financial CO

$786 Million
Q3 2025

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$21.04 - $23.04 $31,560 - $34,560	1,500 Added 405.41%	1,870 $40,000
Q1 2022 May 11, 2022	SELL	N/A	-163 Reduced 30.58%	370 $8,000
Q2 2021 Aug 04, 2021	SELL	N/A	-65 Reduced 10.87%	533 $10,000
Q1 2021 May 13, 2021	SELL	N/A	-546 Reduced 47.73%	598 $10,000
Q4 2020 Feb 12, 2021	SELL	N/A	-1,165 Reduced 50.45%	1,144 $16,000

Q3 2020 Nov 03, 2020	SELL	N/A	-693 Reduced 23.08%	2,309 $25,000
Q2 2020 Aug 11, 2020	SELL	N/A	-1,866 Reduced 38.33%	3,002 $40,000
Q1 2020 May 07, 2020	SELL	N/A	-17,817 Reduced 78.54%	4,868 $44,000
Q4 2019 Feb 14, 2020	SELL	N/A	-408,070 Reduced 94.73%	22,685 $495,000
Q3 2019 Nov 08, 2019	SELL	N/A	-14,452 Reduced 3.25%	430,755 $10 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-1,365 Reduced 0.31%	445,207 $11.2 Million
Q1 2019 Apr 30, 2019	BUY	N/A	40,870 Added 10.07%	446,572 $11.4 Million
Q4 2018 Feb 11, 2019	BUY	N/A	280,205 Added 223.28%	405,702 $9.06 Million
Q3 2018 Nov 07, 2018	BUY	N/A	3,181 Added 2.6%	125,497 $3.45 Million
Q2 2018 Aug 14, 2018	BUY	N/A	29,551 Added 31.86%	122,316 $3.25 Million
Q1 2018 May 09, 2018	BUY	N/A	43,195 Added 87.14%	92,765 $2.23 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-2,395 Reduced 4.61%	49,570 $1.36 Million
Q3 2017 Nov 07, 2017	BUY	N/A	51,965	51,965 $1.47 Million

Others Institutions Holding AMJ

# of Institutions

13

Shares Held

638K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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