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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
- |
182+ 7.56% |
N/A
|
2.59K
$0
|
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
144New |
N/A
|
144
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
104+ 0.07% |
N/A
|
149K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
103+ 11.09% |
N/A
|
1.03K
$0
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
102New |
N/A
|
102
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21+ 0.19% |
N/A
|
11.2K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12+ 0.21% |
N/A
|
5.78K
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.59% |
N/A
|
1.7K
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 1.74% |
N/A
|
469
$0
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.01% |
N/A
|
43.4K
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 28.57% |
N/A
|
50
$0
|
|
|
May 11, 2021
Q1 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-25- 0.25% |
N/A
|
10.2K
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-67- 4.42% |
N/A
|
1.45K
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-88- 0.19% |
N/A
|
46.7K
$0
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-127- 2.02% |
N/A
|
6.15K
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-140- 0.97% |
N/A
|
14.3K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-288- 2.77% |
N/A
|
10.1K
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-292- 0.3% |
N/A
|
95.7K
$0
|
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-300- 15.92% |
N/A
|
1.59K
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-325- 1.29% |
N/A
|
24.8K
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-517- 4.47% |
N/A
|
11K
$0
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-546- 47.73% |
N/A
|
598
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-600- 4.63% |
N/A
|
12.4K
$0
|
|
|
May 11, 2021
Q1 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-825- 4.79% |
N/A
|
16.4K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-880- 25.51% |
N/A
|
2.57K
$0
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-991Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.07KClosed |
N/A
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.19K- 31.41% |
N/A
|
2.6K
$0
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.33K- 0.77% |
N/A
|
172K
$0
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.34K- 1.97% |
N/A
|
66.8K
$0
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 10.26% |
N/A
|
12.7K
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.55K- 7.6% |
N/A
|
18.8K
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 5.14% |
N/A
|
30K
$0
|
|
|
May 04, 2021
Q1 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.73K- 1.17% |
N/A
|
145K
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.84KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.01K- 15.66% |
N/A
|
10.8K
$0
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 3.02% |
N/A
|
68.3K
$0
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.2K- 23.84% |
N/A
|
7.03K
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-2.5K- 36.75% |
N/A
|
4.3K
$0
|
|
|
May 17, 2021
Q1 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.62K- 1.3% |
N/A
|
199K
$0
|