Wealthcare Advisory Partners LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$23.75 - $25.99 $18,073 - $19,778	-761 Reduced 8.13%	8,600 $218,000
Q3 2023 Oct 12, 2023	BUY	$22.87 - $24.87 $663 - $721	29 Added 0.31%	9,361 $231,000
Q2 2023 Jul 17, 2023	SELL	$21.7 - $23.09 $30,814 - $32,787	-1,420 Reduced 13.21%	9,332 $213,000
Q1 2023 May 04, 2023	BUY	$20.96 - $23.77 $586 - $665	28 Added 0.26%	10,752 $238,000
Q4 2022 Feb 13, 2023	BUY	$21.04 - $23.04 $547 - $599	26 Added 0.24%	10,724 $233,000
Q3 2022 Nov 14, 2022	BUY	N/A	25 Added 0.23%	10,698 $215,000
Q2 2022 Aug 15, 2022	BUY	N/A	24 Added 0.23%	10,673 $202,000
Q1 2022 Apr 15, 2022	SELL	N/A	-299 Reduced 2.73%	10,649 $223,000
Q4 2021 Feb 11, 2022	SELL	N/A	-8 Reduced 0.07%	10,948 $0
Q3 2021 Nov 15, 2021	BUY	N/A	436 Added 4.14%	10,956 $199,000
Q2 2021 Aug 16, 2021	SELL	N/A	-279 Reduced 2.58%	10,520 $207,000
Q1 2021 Apr 30, 2021	SELL	N/A	-2,005 Reduced 15.66%	10,799 $179,000
Q4 2020 Feb 12, 2021	SELL	N/A	-2,597 Reduced 16.86%	12,804 $178,000
Q3 2020 Oct 29, 2020	SELL	N/A	-1,460 Reduced 8.66%	15,401 $166,000
Q2 2020 Jul 29, 2020	SELL	N/A	-2,268 Reduced 11.86%	16,861 $223,000
Q1 2020 Apr 29, 2020	SELL	N/A	-323,397 Reduced 94.42%	19,129 $173,000
Q4 2019 Jan 29, 2020	BUY	N/A	65,108 Added 23.47%	342,526 $7.47 Million
Q3 2019 Oct 17, 2019	BUY	N/A	31,075 Added 12.61%	277,418 $6.46 Million
Q2 2019 Jul 30, 2019	BUY	N/A	27,417 Added 12.52%	246,343 $6.19 Million
Q1 2019 May 13, 2019	SELL	N/A	-13,065 Reduced 5.63%	218,926 $5.59 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-41,411 Reduced 15.15%	231,991 $5.18 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-5,992 Reduced 2.14%	273,402 $7.51 Million
Q2 2018 Aug 14, 2018	BUY	N/A	7,584 Added 2.79%	279,394 $7.43 Million
Q1 2018 May 15, 2018	BUY	N/A	80,375 Added 41.99%	271,810 $6.52 Million
Q4 2017 Feb 14, 2018	BUY	N/A	29,609 Added 18.3%	191,435 $5.26 Million
Q3 2017 Nov 15, 2017	BUY	N/A	9,798 Added 6.44%	161,826 $4.57 Million
Q2 2017 Aug 29, 2017	BUY	N/A	152,028	152,028 $4.52 Million

Others Institutions Holding AMJ

# of Institutions

Shares Held

662K

Call Options Held

200

Put Options Held

View Full List

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
Sector ETFs
Industry ETFs

More about AMJ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account