Strategic Wealth Partners, Ltd. Jpmorgan Chase & CO Alerian Ml Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 20, 2024	SELL	$25.35 - $28.49 $2,535 - $2,849	-100 Reduced 1.13%	8,769 $249,000
Q4 2023 May 20, 2024	SELL	$23.75 - $25.99 $11,613 - $12,709	-489 Reduced 5.23%	8,869 $224,000
Q2 2023 May 20, 2024	BUY	$21.7 - $23.09 $5,099 - $5,426	235 Added 2.58%	9,358 $214,000
Q1 2023 Apr 24, 2023	BUY	$20.96 - $23.77 $191,218 - $216,853	9,123 New	9,123 $202,000
Q3 2021 Nov 12, 2021	SELL	N/A	-10,839 Closed	0 $0
Q2 2021 Aug 25, 2021	SELL	N/A	-201 Reduced 1.82%	10,839 $213,000
Q1 2021 May 24, 2021	SELL	N/A	-517 Reduced 4.47%	11,040 $183,000
Q4 2020 Feb 18, 2021	SELL	N/A	-1,024 Reduced 8.14%	11,557 $161,000
Q3 2020 Nov 10, 2020	SELL	N/A	-30,861 Reduced 71.04%	12,581 $136,000
Q2 2020 Aug 11, 2020	SELL	N/A	-75,814 Reduced 63.57%	43,442 $573,000
Q4 2019 Jan 30, 2020	SELL	N/A	-28,199 Reduced 19.12%	119,256 $2.6 Million
Q3 2019 Oct 28, 2019	BUY	N/A	18,687 Added 14.51%	147,455 $404 Million
Q2 2019 Aug 06, 2019	BUY	N/A	3,926 Added 3.14%	128,768 $3.23 Million
Q1 2019 May 14, 2019	BUY	N/A	49,782 Added 66.32%	124,842 $3.22 Million
Q4 2018 Jan 24, 2019	BUY	N/A	15,088 Added 25.16%	75,060 $0
Q3 2018 Dec 06, 2018	BUY	N/A	5,047 Added 9.19%	59,972 $1.65 Million
Q2 2018 Sep 04, 2018	BUY	N/A	48,494 Added 754.07%	54,925 $1.46 Million
Q1 2018 Jul 13, 2018	BUY	N/A	6,431 New	6,431 $154,000

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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