Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.36K+ 6.8% |
N/A
|
21.3K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.23K+ 8.7% |
N/A
|
15.4K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 8.01% |
N/A
|
15.2K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
950+ 3.32% |
N/A
|
29.6K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
950+ 2.66% |
N/A
|
36.7K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
888New |
N/A
|
888
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
590+ 1.54% |
N/A
|
38.9K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
585New |
N/A
|
585
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
444New |
N/A
|
444
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
350+ 1.81% |
N/A
|
19.7K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
320+ 4.41% |
N/A
|
7.57K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
320+ 2.48% |
N/A
|
13.2K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
239+ 0.84% |
N/A
|
28.8K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
164New |
N/A
|
164
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
76New |
N/A
|
76
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 1.07% |
N/A
|
3.77K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
39+ 3.53% |
N/A
|
1.14K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24+ 0.05% |
N/A
|
44K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.23% |
N/A
|
10.7K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.31% |
N/A
|
3.85K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 0.29% |
N/A
|
3.83K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 1.54% |
N/A
|
592
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.02% |
N/A
|
18.2K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-24- 8.76% |
N/A
|
250
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-56- 9.89% |
N/A
|
510
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96- 1.11% |
N/A
|
8.54K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-100- 0.67% |
N/A
|
14.8K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-103- 28.93% |
N/A
|
253
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 0.05% |
N/A
|
228K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-150- 0.48% |
N/A
|
31.3K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-205- 1.97% |
N/A
|
10.2K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-262- 0.44% |
N/A
|
59.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-298- 2.71% |
N/A
|
10.7K
$0
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-450- 2.55% |
N/A
|
17.2K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-477- 0.56% |
N/A
|
84.6K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-491- 70.04% |
N/A
|
210
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-496- 3.08% |
N/A
|
15.6K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-501Closed |
N/A
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-522- 3.44% |
N/A
|
14.7K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-554- 1.95% |
N/A
|
27.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-628Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-730- 6.62% |
N/A
|
10.3K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-750- 8.44% |
N/A
|
8.14K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-824Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-829- 1.12% |
N/A
|
73.1K
$0
|