Mission Wealth Management, LP Jpmorgan Chase & CO Alerian Ml Transaction History

Mission Wealth Management, LP

$4.95 Billion
Q3 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 03, 2020	SELL	N/A	-16,740 Closed	0 $0
Q1 2020 Apr 10, 2020	BUY	N/A	16,740 New	16,740 $151,000
Q4 2019 Jan 21, 2020	SELL	N/A	-47,050 Closed	0 $0
Q3 2019 Oct 16, 2019	SELL	N/A	-27,774 Reduced 37.12%	47,050 $1.1 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-45,625 Reduced 37.88%	74,824 $1.88 Million

Q1 2019 May 14, 2019	SELL	N/A	-10,935 Reduced 8.32%	120,449 $3.07 Million
Q4 2018 Feb 08, 2019	BUY	N/A	56,360 Added 75.12%	131,384 $2.93 Million
Q3 2018 Nov 01, 2018	SELL	N/A	-1,020 Reduced 1.34%	75,024 $2.06 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-25,280 Reduced 24.95%	76,044 $2.02 Million
Q1 2018 May 04, 2018	SELL	N/A	-130,570 Reduced 56.31%	101,324 $2.43 Million
Q4 2017 Feb 09, 2018	BUY	N/A	208,610 Added 895.94%	231,894 $6.37 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-1,046 Reduced 4.3%	23,284 $657,000
Q2 2017 Aug 11, 2017	BUY	N/A	24,330	24,330 $723,000

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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