Orion Portfolio Solutions, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Orion Portfolio Solutions, LLC

$9.43 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$25.35 - $28.49 $456 - $512	18 Added 0.17%	10,888 $310,000
Q4 2023 Feb 09, 2024	BUY	$23.75 - $25.99 $4,203 - $4,600	177 Added 1.66%	10,870 $275,000
Q3 2023 Nov 01, 2023	BUY	$22.87 - $24.87 $5,831 - $6,341	255 Added 2.44%	10,693 $264,000
Q2 2023 Aug 14, 2023	BUY	$21.7 - $23.09 $7,291 - $7,758	336 Added 3.33%	10,438 $239,000
Q1 2023 Aug 30, 2023	SELL	$20.96 - $23.77 $7,042 - $7,986	-336 Reduced 3.22%	10,102 $224,000
Q1 2023 May 15, 2023	BUY	$20.96 - $23.77 $211,737 - $240,124	10,102 New	10,102 $224,000
Q4 2020 Feb 04, 2021	SELL	N/A	-38,398 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	N/A	-6,158 Reduced 13.82%	38,398 $414,000
Q2 2020 Aug 19, 2020	SELL	N/A	-1,075 Reduced 2.36%	44,556 $588,000
Q1 2020 May 15, 2020	BUY	N/A	16,656 Added 57.48%	45,631 $412,000
Q4 2019 Feb 14, 2020	BUY	N/A	28,975 New	28,975 $632,000

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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