Wetherby Asset Management Inc Jpmorgan Chase & CO Alerian Ml Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	N/A	-221,094 Closed	0 $0
Q1 2020 May 06, 2020	BUY	N/A	986 Added 0.45%	221,094 $2 Million
Q4 2019 Jan 28, 2020	SELL	N/A	-10,409 Reduced 4.52%	220,108 $4.8 Million
Q3 2019 Oct 31, 2019	SELL	N/A	-1,015 Reduced 0.44%	230,517 $5.36 Million
Q2 2019 Jul 25, 2019	BUY	N/A	45,548 Added 24.49%	231,532 $5.81 Million
Q1 2019 May 09, 2019	SELL	N/A	-21,868 Reduced 10.52%	185,984 $4.74 Million
Q4 2018 Jan 30, 2019	BUY	N/A	36,198 Added 21.09%	207,852 $4.64 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-29,478 Reduced 14.66%	171,654 $4.71 Million
Q2 2018 Jul 24, 2018	SELL	N/A	-26,348 Reduced 11.58%	201,132 $5.35 Million
Q1 2018 May 04, 2018	SELL	N/A	-49,434 Reduced 17.85%	227,480 $5.46 Million
Q4 2017 Feb 09, 2018	BUY	N/A	128,867 Added 87.04%	276,914 $7.61 Million
Q3 2017 Nov 13, 2017	BUY	N/A	148,047	148,047 $4.18 Million

Others Institutions Holding AMJ

# of Institutions

14

Shares Held

651K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.