Purchases and Sales Made in Q2 2021 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20+ 0.18% |
N/A
|
11.2K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.53% |
N/A
|
1.71K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 1.71% |
N/A
|
477
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
4New |
N/A
|
4
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.09% |
N/A
|
1.11K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-19- 1.84% |
N/A
|
1.01K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-65- 10.87% |
N/A
|
533
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-70- 0.65% |
N/A
|
10.8K
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-88- 0.29% |
N/A
|
30K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-142- 0.15% |
N/A
|
95.6K
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-144Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-200- 7.5% |
N/A
|
2.47K
$0
|
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-201- 1.82% |
N/A
|
10.8K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-245- 16.91% |
N/A
|
1.2K
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-259- 29.27% |
N/A
|
626
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-270- 0.17% |
N/A
|
161K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-279- 2.58% |
N/A
|
10.5K
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-280- 1.36% |
N/A
|
20.3K
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-305- 1.62% |
N/A
|
18.5K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-355- 2.16% |
N/A
|
16.1K
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-375- 32.75% |
N/A
|
770
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 21.8% |
N/A
|
1.44K
$0
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-500- 27.58% |
N/A
|
1.31K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-535- 33.75% |
N/A
|
1.05K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-569- 0.58% |
N/A
|
98.1K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-663- 54.88% |
N/A
|
545
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-681Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-989- 17.13% |
N/A
|
4.79K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-1.22K- 47.53% |
N/A
|
1.35K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 4.94% |
N/A
|
25.1K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.36K- 1.54% |
N/A
|
86.4K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.48K- 11.71% |
N/A
|
11.2K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 12.17% |
N/A
|
10.9K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.67K- 3.57% |
N/A
|
45.1K
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Keudell
|
SELL
|
- |
-1.72K- 6.02% |
N/A
|
26.9K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 28.81% |
N/A
|
4.3K
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.84K- 3.93% |
N/A
|
44.8K
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.86K- 86.73% |
N/A
|
285
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.07K- 4.92% |
N/A
|
40K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-2.29KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-2.39K- 92.28% |
N/A
|
200
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.6K- 1.03% |
N/A
|
250K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.6K- 18.25% |
N/A
|
11.7K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.96K- 46.65% |
N/A
|
3.39K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
SELL
|
- |
-3.1K- 72.02% |
N/A
|
1.2K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 3.17% |
N/A
|
98.9K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.74K- 10.8% |
N/A
|
30.9K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.2K- 6.29% |
N/A
|
62.6K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.71K- 18.95% |
N/A
|
20.1K
$0
|