Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2023. 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 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
626New |
$13.1K - $14.9K
|
626
$0
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
600+ 2.88% |
$12.6K - $14.3K
|
21.4K
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
506+ 0.8% |
$10.6K - $12K
|
63.6K
$0
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
506+ 0.8% |
$10.6K - $12K
|
63.6K
$0
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
450+ 1.4% |
$9.43K - $10.7K
|
32.6K
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
354+ 2.83% |
$7.42K - $8.41K
|
12.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
335New |
$7.02K - $7.96K
|
335
$0
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
310+ 0.11% |
$6.5K - $7.37K
|
277K
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
276+ 0.97% |
$5.78K - $6.56K
|
28.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
272New |
$5.7K - $6.47K
|
272
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
210+ 700.0% |
$4.4K - $4.99K
|
240
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
207+ 2.14% |
$4.34K - $4.92K
|
9.86K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197+ 0.86% |
$4.13K - $4.68K
|
23K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
165+ 35.33% |
$3.46K - $3.92K
|
632
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
115New |
$2.41K - $2.73K
|
115
$0
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
102+ 9.57% |
$2.14K - $2.42K
|
1.17K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
70+ 11.48% |
$1.47K - $1.66K
|
680
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39+ 7.29% |
$817 - $927
|
574
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 1.12% |
$776 - $879
|
3.35K
$0
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.26% |
$587 - $666
|
10.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17+ 0.02% |
$356 - $404
|
68.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 1.8% |
$231 - $261
|
623
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.06% |
$168 - $190
|
14.2K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.04% |
$126 - $143
|
15.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.04% |
$126 - $143
|
17K
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.15% |
$105 - $119
|
3.37K
$0
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.0% |
$41.9 - $47.5
|
54.3K
$0
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.07% |
$210 - $238
|
15K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36- 0.14% |
$755 - $856
|
26.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51- 0.14% |
$1.07K - $1.21K
|
37.5K
$0
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-69- 81.18% |
$1.45K - $1.64K
|
16
$0
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-81- 0.33% |
$1.7K - $1.93K
|
24.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-82- 0.83% |
$1.72K - $1.95K
|
9.84K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-138- 2.44% |
$2.89K - $3.28K
|
5.52K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-151- 5.75% |
$3.16K - $3.59K
|
2.48K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-170- 1.18% |
$3.56K - $4.04K
|
14.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-223- 1.44% |
$4.67K - $5.3K
|
15.3K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-226- 0.39% |
$4.74K - $5.37K
|
58K
$0
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-248- 58.35% |
$5.2K - $5.89K
|
177
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-336- 3.22% |
$7.04K - $7.99K
|
10.1K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-354- 1.28% |
$7.42K - $8.41K
|
27.3K
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-453Closed |
$9.49K - $10.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-526- 0.99% |
$11K - $12.5K
|
52.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-623- 2.71% |
$13.1K - $14.8K
|
22.4K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-636- 3.7% |
$13.3K - $15.1K
|
16.5K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-670- 1.66% |
$14K - $15.9K
|
39.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-688- 2.61% |
$14.4K - $16.4K
|
25.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-705- 1.96% |
$14.8K - $16.8K
|
35.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-707- 6.53% |
$14.8K - $16.8K
|
10.1K
$0
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-798- 1.92% |
$16.7K - $19K
|
40.7K
$0
|