Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)

AMJ Quotes by TradingView

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
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-967
- 1.02%
$20.3K - $23K
93.5K $0
May 03, 2023 Q1 2023
Miller Howard Investments Inc

SELL
 -
-983
- 8.71%
$20.6K - $23.4K
10.3K $0
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-1.3K
- 74.68%
$27.1K - $30.8K
439 $0
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-1.35K
- 99.93%
$28.2K - $32K
1 $0
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-1.42K
- 67.62%
$29.8K - $33.8K
680 $0
Apr 24, 2023 Q1 2023
Osborne Partners Capital Management, LLC

SELL
 -
-1.44K
- 0.32%
$30.1K - $34.2K
450K $0
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-1.49K
- 96.57%
$31.2K - $35.4K
53 $0
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
SELL
 -
-1.51K
- 0.7%
$31.5K - $35.8K
214K $0
May 16, 2023 Q1 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-1.53K
- 18.59%
$32K - $36.3K
6.69K $0
May 12, 2023 Q1 2023
Pinnacle Holdings, LLC

Tulsa, OK
SELL
 -
-1.56K
- 65.57%
$32.7K - $37.1K
819 $0
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

SELL
 -
-1.61K
- 2.64%
$33.7K - $38.3K
59.3K $0
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-1.93K
- 6.74%
$40.3K - $45.8K
26.6K $0
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-2.04K
- 55.83%
$42.8K - $48.5K
1.61K $0
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-2.5K
- 16.51%
$52.5K - $59.5K
12.7K $0
May 15, 2023 Q1 2023
Arrow Investment Advisors, LLC

Laurel, MD
SELL
 -
-2.84K
- 3.4%
$59.5K - $67.5K
80.7K $0
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

SELL
 -
-2.98K
- 19.09%
$62.4K - $70.8K
12.6K $0
May 15, 2023 Q1 2023
Annandale Capital, LLC

Dallas, TX
SELL
 -
-3.3K
- 12.99%
$69.2K - $78.4K
22.1K $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.56K
- 4.86%
$74.6K - $84.5K
69.6K $0
May 08, 2023 Q1 2023
Evoke Wealth, LLC

SELL
 -
-3.83K
- 12.55%
$80.3K - $91.1K
26.7K $0
May 10, 2023 Q1 2023
Mai Capital Management

SELL
 -
-4.35K
- 1.97%
$91.2K - $103K
217K $0
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-4.75K
- 5.46%
$99.5K - $113K
82.2K $0
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-5K
- 6.67%
$105K - $119K
70K $0
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-5.36K
- 1.68%
$112K - $127K
313K $0
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-5.5K
- 99.98%
$115K - $131K
1 $0
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-5.68K
- 13.34%
$119K - $135K
36.9K $0
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-6.37K
Closed
$134K - $151K
0 $0
Apr 27, 2023 Q1 2023
Covenant Asset Management, LLC

SELL
 -
-6.67K
- 38.22%
$140K - $158K
10.8K $0
May 09, 2023 Q1 2023
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-8.19K
- 2.34%
$172K - $195K
342K $0
Apr 24, 2023 Q1 2023
Rockland Trust CO

SELL
 -
-8.31K
- 3.95%
$174K - $197K
202K $0
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-9.39K
- 39.65%
$197K - $223K
14.3K $0
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-11.5K
- 1.83%
$242K - $274K
620K $0
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-12.9K
- 11.28%
$271K - $308K
102K $0
May 09, 2023 Q1 2023
Stelac Advisory Services LLC

New York, NY
SELL
 -
-14.5K
- 12.5%
$303K - $344K
101K $0
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-20.2K
- 27.02%
$424K - $481K
54.6K $0
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-23.1K
- 21.92%
$483K - $548K
82.2K $0
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-26.4K
- 62.22%
$553K - $627K
16K $0
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-28.1K
- 3.41%
$589K - $668K
796K $0
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-29.6K
- 5.6%
$621K - $704K
499K $0
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

SELL
 -
-31.6K
- 27.27%
$662K - $751K
84.3K $0
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-40K
- 60.02%
$838K - $951K
26.6K $0
Apr 21, 2023 Q1 2023
Fortem Financial Group, LLC

SELL
 -
-45.4K
- 10.17%
$952K - $1.08M
401K $0
May 15, 2023 Q1 2023
Alpha Q Advisors LLC

Orlando, FL
SELL
 -
-53.4K
- 38.04%
$1.12M - $1.27M
87K $0
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-67.4K
- 6.01%
$1.41M - $1.6M
1.05M $0
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-68.5K
- 12.29%
$1.44M - $1.63M
489K $0
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-73.4K
- 86.5%
$1.54M - $1.74M
11.5K $0
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-80.4K
- 24.06%
$1.69M - $1.91M
254K $0
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-136K
- 23.87%
$2.85M - $3.24M
434K $0
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-136K
- 23.87%
$2.85M - $3.24M
434K $0
May 08, 2023 Q1 2023
Brighton Jones LLC

SELL
 -
-2.11M
- 27.97%
$44.1M - $50.1M
5.42M $0

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