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 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
501New |
N/A
|
501
$0
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
325+ 1.71% |
N/A
|
19.3K
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
292+ 1.21% |
N/A
|
24.5K
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
265New |
N/A
|
265
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
220+ 0.78% |
N/A
|
28.6K
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175+ 0.6% |
N/A
|
29.4K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
57+ 0.14% |
N/A
|
42.1K
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.29% |
N/A
|
3.84K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5- 0.05% |
N/A
|
10.4K
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-89- 20.0% |
N/A
|
356
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-130- 4.94% |
N/A
|
2.5K
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-163- 30.58% |
N/A
|
370
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-170Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-170- 22.08% |
N/A
|
600
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-194- 25.53% |
N/A
|
566
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-200- 41.15% |
N/A
|
286
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-240- 21.49% |
N/A
|
877
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-266- 55.3% |
N/A
|
215
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-270- 72.78% |
N/A
|
101
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-299- 2.73% |
N/A
|
10.6K
$0
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-315- 2.07% |
N/A
|
14.9K
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-335- 0.86% |
N/A
|
38.8K
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-430- 1.49% |
N/A
|
28.4K
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-495Closed |
N/A
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-500- 3.76% |
N/A
|
12.8K
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-589- 13.35% |
N/A
|
3.82K
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-604- 4.12% |
N/A
|
14.1K
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-678- 0.99% |
N/A
|
67.5K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-715- 3.89% |
N/A
|
17.7K
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-723- 53.52% |
N/A
|
628
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-737- 3.6% |
N/A
|
19.7K
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-933- 2.45% |
N/A
|
37.1K
$0
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.05K- 2.44% |
N/A
|
42K
$0
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.05K- 9.55% |
N/A
|
9.95K
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.07K- 64.65% |
N/A
|
583
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.08K- 1.44% |
N/A
|
73.9K
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.14K- 0.76% |
N/A
|
149K
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 14.1% |
N/A
|
8.64K
$0
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.59K- 1.83% |
N/A
|
85K
$0
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.14K- 2.81% |
N/A
|
73.8K
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.28K- 60.28% |
N/A
|
1.5K
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.31K- 6.84% |
N/A
|
31.5K
$0
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.99K- 16.98% |
N/A
|
14.6K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-3.16K- 8.13% |
N/A
|
35.7K
$0
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.22K- 3.29% |
N/A
|
94.8K
$0
|