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 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-877Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-880- 4.22% |
N/A
|
20K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.08K- 3.85% |
N/A
|
26.9K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.15K- 5.85% |
N/A
|
18.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.17K- 7.03% |
N/A
|
15.4K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 50.0% |
N/A
|
1.25K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 3.28% |
N/A
|
37.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 5.58% |
N/A
|
25.4K
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.65K- 5.33% |
N/A
|
29.3K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.12K- 1.53% |
N/A
|
137K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.37K- 14.07% |
N/A
|
14.4K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.73K- 4.79% |
N/A
|
54.3K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.84K- 11.6% |
N/A
|
21.6K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.85K- 3.42% |
N/A
|
80.5K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.21K- 8.66% |
N/A
|
33.9K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-3.71K- 1.61% |
N/A
|
226K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 13.79% |
N/A
|
25.6K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.59K- 0.8% |
N/A
|
571K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.05K- 0.43% |
N/A
|
1.16M
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.11K- 5.84% |
N/A
|
115K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.14K- 2.43% |
N/A
|
367K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.96KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 6.25% |
N/A
|
150K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-10.4K- 4.32% |
N/A
|
230K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 14.11% |
N/A
|
64.3K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11.6K- 3.26% |
N/A
|
345K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-12.6K- 10.33% |
N/A
|
109K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14.8KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.9K- 51.01% |
N/A
|
15.3K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.6K- 39.27% |
N/A
|
27.2K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-18K- 56.03% |
N/A
|
14.1K
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-18.1K- 99.91% |
N/A
|
16
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.9K- 3.29% |
N/A
|
672K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-31.2K- 6.48% |
N/A
|
450K
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-79.8K- 16.31% |
N/A
|
410K
$0
|
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-94.8KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-117KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-130K- 87.24% |
N/A
|
19.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-167K- 90.91% |
N/A
|
16.7K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-226K- 96.42% |
N/A
|
8.4K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-274KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-346K- 33.96% |
N/A
|
673K
$0
|