Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2024. 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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 69.78% |
$50.7K - $57K
|
866
$0
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.15K- 2.74% |
$54.5K - $61.2K
|
76.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 6.78% |
$57.7K - $64.9K
|
31.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 9.28% |
$68.7K - $77.2K
|
26.5K
$0
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.39K- 5.78% |
$86K - $96.6K
|
55.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 6.87% |
$89.7K - $101K
|
47.9K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.15K- 19.66% |
$130K - $147K
|
21K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.84K- 30.5% |
$148K - $166K
|
13.3K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-6.69K- 8.43% |
$169K - $190K
|
72.6K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.02K- 9.82% |
$203K - $228K
|
73.6K
$0
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.4K- 3.63% |
$238K - $268K
|
249K
$0
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-9.6K- 12.65% |
$243K - $274K
|
66.3K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 40.53% |
$261K - $293K
|
15.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-11.1K- 15.17% |
$281K - $316K
|
62.1K
$0
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.5K- 5.49% |
$292K - $328K
|
198K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15K- 18.68% |
$379K - $426K
|
65.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-23.2K- 27.84% |
$589K - $662K
|
60.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.5K- 45.39% |
$597K - $671K
|
28.3K
$0
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30.1K- 5.95% |
$763K - $858K
|
476K
$0
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-30.7K- 9.44% |
$779K - $875K
|
295K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.6K- 57.26% |
$826K - $928K
|
24.3K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 41.68% |
$1.13M - $1.26M
|
62.1K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-49.9K- 33.69% |
$1.27M - $1.42M
|
98.3K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-59.8K- 63.91% |
$1.52M - $1.7M
|
33.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.1K- 17.59% |
$2.18M - $2.45M
|
403K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-133K- 66.87% |
$3.37M - $3.79M
|
65.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147K- 14.95% |
$3.72M - $4.18M
|
836K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147K- 14.95% |
$3.72M - $4.18M
|
836K
$0
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-193K- 91.51% |
$4.88M - $5.49M
|
17.9K
$0
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-333K- 92.42% |
$8.45M - $9.49M
|
27.3K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-346K- 80.92% |
$8.77M - $9.85M
|
81.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-431K- 95.85% |
$10.9M - $12.3M
|
18.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4M- 18.79% |
$35.4M - $39.8M
|
6.04M
$0
|