Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2022. 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 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
596K+ 0.96% |
N/A
|
62.7M
$0
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
473K+ 7.9% |
N/A
|
6.46M
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
261K+ 3.46% |
N/A
|
7.79M
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
212K+ 1248.82% |
N/A
|
229K
$0
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
208K+ 787.52% |
N/A
|
235K
$0
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
122KNew |
N/A
|
122K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
115KNew |
N/A
|
115K
$0
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.2KNew |
N/A
|
94.2K
$0
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88.6KNew |
N/A
|
88.6K
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
69.8K+ 47.52% |
N/A
|
217K
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.6K+ 8.09% |
N/A
|
649K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
36.8KNew |
N/A
|
36.8K
$0
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
N/A
|
19.8K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
19.5K+ 7.25% |
N/A
|
289K
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
16.6KNew |
N/A
|
16.6K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
13.7K+ 4.13% |
N/A
|
345K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
11.9K+ 25.0% |
N/A
|
59.4K
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.5K+ 5.27% |
N/A
|
230K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.2K+ 2.39% |
N/A
|
481K
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11.1K+ 3.23% |
N/A
|
356K
$0
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.96KNew |
N/A
|
9.96K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
9.86KNew |
N/A
|
9.86K
$0
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.78K+ 9.89% |
N/A
|
97.5K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.98K+ 129.36% |
N/A
|
14.1K
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.69K+ 149.98% |
N/A
|
12.8K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.65K+ 4.86% |
N/A
|
122K
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 6.11% |
N/A
|
65.2K
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.73KNew |
N/A
|
3.73K
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 27.75% |
N/A
|
17K
$0
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.7K+ 0.65% |
N/A
|
576K
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.48K+ 27.17% |
N/A
|
16.3K
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.86K+ 34.61% |
N/A
|
7.25K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.51K+ 0.28% |
N/A
|
533K
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 6.93% |
N/A
|
18.2K
$0
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.14K+ 3.82% |
N/A
|
31K
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
934New |
N/A
|
934
$0
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
921+ 2.46% |
N/A
|
38.3K
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
907+ 4.77% |
N/A
|
19.9K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
903+ 5.93% |
N/A
|
16.1K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
900+ 11.27% |
N/A
|
8.89K
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
848+ 76.6% |
N/A
|
1.96K
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
824New |
N/A
|
824
$0
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
799+ 2.77% |
N/A
|
29.7K
$0
|