Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$25.35 - $28.49 $1.03 Million - $1.15 Million
40,530 Added 4.79%
885,990 $25.2 Million
Q4 2023

Feb 14, 2024

BUY
$23.75 - $25.99 $371,188 - $406,197
15,629 Added 1.88%
845,460 $21.4 Million
Q3 2023

Nov 13, 2023

BUY
$22.87 - $24.87 $104,836 - $114,004
4,584 Added 0.56%
829,831 $20.5 Million
Q2 2023

Jul 31, 2023

BUY
$21.7 - $23.09 $636,309 - $677,068
29,323 Added 3.68%
825,247 $18.9 Million
Q1 2023

May 10, 2023

SELL
$20.96 - $23.77 $589,080 - $668,055
-28,105 Reduced 3.41%
795,924 $17.7 Million
Q4 2022

Feb 07, 2023

BUY
$21.04 - $23.04 $16.6 Million - $18.2 Million
788,472 Added 2217.49%
824,029 $17.9 Million
Q3 2022

Nov 14, 2022

SELL
N/A
-489 Reduced 1.36%
35,557 $713,000
Q2 2022

Aug 12, 2022

BUY
N/A
6,619 Added 22.49%
36,046 $683,000
Q1 2022

May 16, 2022

BUY
N/A
175 Added 0.6%
29,427 $615,000
Q4 2021

Feb 14, 2022

SELL
N/A
-5,137 Reduced 14.94%
29,252 $521,000
Q3 2021

Nov 15, 2021

SELL
N/A
-2,247 Reduced 6.13%
34,389 $625,000
Q2 2021

Aug 13, 2021

BUY
N/A
6,657 Added 22.21%
36,636 $720,000
Q1 2021

May 14, 2021

SELL
N/A
-11,136 Reduced 27.09%
29,979 $497,000
Q4 2020

Feb 12, 2021

SELL
N/A
-7,140 Reduced 14.8%
41,115 $571,000
Q3 2020

Nov 09, 2020

SELL
N/A
-9,805 Reduced 16.89%
48,255 $520,000
Q2 2020

Aug 13, 2020

BUY
N/A
3,125 Added 5.69%
58,060 $766,000
Q1 2020

May 14, 2020

SELL
N/A
-11,526 Reduced 17.34%
54,935 $496,000
Q4 2019

Feb 14, 2020

SELL
N/A
-230,561 Reduced 77.62%
66,461 $1.45 Million
Q3 2019

Nov 13, 2019

BUY
N/A
7,085 Added 2.44%
297,022 $6.91 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-6,972 Reduced 2.35%
289,937 $7.28 Million
Q1 2019

May 08, 2019

BUY
N/A
15,617 Added 5.55%
296,909 $7.57 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-41,789 Reduced 12.93%
281,292 $6.28 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-6,140 Reduced 1.87%
323,081 $8.87 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-21,821 Reduced 6.22%
329,221 $8.75 Million
Q1 2018

May 15, 2018

BUY
N/A
18,006 Added 5.41%
351,042 $8.43 Million
Q4 2017

Feb 14, 2018

BUY
N/A
20,026 Added 6.4%
333,036 $9.15 Million
Q3 2017

Nov 14, 2017

BUY
N/A
15,590 Added 5.24%
313,010 $8.83 Million
Q2 2017

Aug 14, 2017

BUY
N/A
297,420
297,420 $8.83 Million

Others Institutions Holding AMJ

About JPMORGAN CHASE & CO ALERIAN ML


  • Ticker AMJ
  • Sector ETFs
  • Industry ETFs
More about AMJ
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.