Stone Point Wealth LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Stone Point Wealth LLC

$305 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	SELL	$23.75 - $25.99 $88,943 - $97,332	-3,745 Reduced 6.7%	52,170 $1.32 Million
Q3 2023 Oct 25, 2023	SELL	$22.87 - $24.87 $44,825 - $48,745	-1,960 Reduced 3.39%	55,915 $1.38 Million
Q2 2023 Jul 25, 2023	SELL	$21.7 - $23.09 $30,488 - $32,441	-1,405 Reduced 2.37%	57,875 $1.33 Million
Q1 2023 Apr 20, 2023	SELL	$20.96 - $23.77 $33,745 - $38,269	-1,610 Reduced 2.64%	59,280 $1.32 Million
Q4 2022 Jan 20, 2023	BUY	$21.04 - $23.04 $2,987 - $3,271	142 Added 0.23%	60,890 $0
Q3 2022 Nov 03, 2022	BUY	N/A	1,635 Added 2.77%	60,748 $1.22 Million
Q2 2022 Jul 19, 2022	SELL	N/A	-262 Reduced 0.44%	59,113 $1.12 Million
Q1 2022 Apr 29, 2022	BUY	N/A	11,875 Added 25.0%	59,375 $1.24 Million
Q4 2021 Feb 10, 2022	BUY	N/A	47,500 New	47,500 $846,000

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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