Purchases and Sales Made in Q1 2021 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2021. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO ALERIAN ML.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
534K+ 8.74% |
N/A
|
6.64M
$0
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
404K+ 1379.62% |
N/A
|
434K
$0
|
|
|
Aug 09, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
395KNew |
N/A
|
395K
$0
|
|
|
May 21, 2021
Q1 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
217KNew |
N/A
|
217K
$0
|
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
186K+ 3.84% |
N/A
|
5.02M
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
107KNew |
N/A
|
107K
$0
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107K+ 520.73% |
N/A
|
127K
$0
|
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
BUY
|
- |
78.4K+ 4.15% |
N/A
|
1.97M
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
BUY
|
- |
73.5K+ 7.87% |
N/A
|
1.01M
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Rockland Trust CO
|
BUY
|
- |
63K+ 21.98% |
N/A
|
350K
$0
|
|
|
May 19, 2021
Q1 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38.1KNew |
N/A
|
38.1K
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
29.5K+ 1150.8% |
N/A
|
32.1K
$0
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28.7K+ 9.57% |
N/A
|
328K
$0
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 16.16% |
N/A
|
184K
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Rye Brook Capital LLC
|
BUY
|
- |
25.5K+ 13.33% |
N/A
|
217K
$0
|
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
25.3K+ 59.62% |
N/A
|
67.6K
$0
|
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
25K+ 94.24% |
N/A
|
51.5K
$0
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 98.47% |
N/A
|
46.8K
$0
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$0
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
22K+ 6.04% |
N/A
|
386K
$0
|
|
|
May 17, 2021
Q1 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$0
|
|
|
May 12, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21.4K+ 222.21% |
N/A
|
31K
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
19.4K+ 20.15% |
N/A
|
115K
$0
|
|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
May 10, 2021
Q1 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.63KNew |
N/A
|
9.63K
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.23K+ 823200.0% |
N/A
|
8.23K
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.38KNew |
N/A
|
5.38K
$0
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.3K+ 1.99% |
N/A
|
272K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.97K+ 294.15% |
N/A
|
5.33K
$0
|
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
BUY
|
- |
3.54K+ 26.64% |
N/A
|
16.8K
$0
|
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.37K+ 112.98% |
N/A
|
6.35K
$0
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.77K+ 85.0% |
N/A
|
6.03K
$0
|
|
|
May 13, 2021
Q1 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
2.62K+ 7.8% |
N/A
|
36.3K
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.43K+ 19.05% |
N/A
|
15.2K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.79K+ 4.14% |
N/A
|
44.9K
$0
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.56K+ 3.85% |
N/A
|
42.1K
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.22K+ 2.33% |
N/A
|
53.5K
$0
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$0
|
|
|
May 03, 2021
Q1 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.2K+ 9.76% |
N/A
|
13.5K
$0
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$0
|
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
973+ 57.51% |
N/A
|
2.67K
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
936New |
N/A
|
936
$0
|
|
|
May 06, 2021
Q1 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
900+ 0.27% |
N/A
|
338K
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
885New |
N/A
|
885
$0
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
681New |
N/A
|
681
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Keudell
|
BUY
|
- |
500+ 1.78% |
N/A
|
28.6K
$0
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
263+ 0.94% |
N/A
|
28.3K
$0
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
199+ 1.05% |
N/A
|
19.1K
$0
|