Purchases and Sales Made in Q2 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 Q2 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
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
7.26M
New
$157M - $168M
7.26M $0
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.83M
+ 5.36%
$83M - $88.3M
75.1M $0
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
244K
New
$5.29M - $5.63M
244K $0
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
116K
New
$2.51M - $2.67M
116K $0
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
97.5K
+ 851.46%
$2.12M - $2.25M
109K $0
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
90.8K
+ 143.67%
$1.97M - $2.1M
154K $0
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
77K
+ 23.86%
$1.67M - $1.78M
400K $0
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
47.4K
+ 12.97%
$1.03M - $1.09M
412K $0
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
29.3K
+ 3.68%
$636K - $677K
825K $0
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
27.9K
New
$605K - $644K
27.9K $0
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
23.2K
+ 4.65%
$504K - $536K
523K $0
Aug 10, 2023 Q2 2023
Kepos Capital LP

New York, NY
BUY
 -
19.6K
+ 53.14%
$426K - $453K
56.6K $0
Aug 10, 2023 Q2 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
18K
New
$391K - $416K
18K $0
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
15.3K
+ 6.04%
$333K - $354K
269K $0
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
13.8K
New
$299K - $318K
13.8K $0
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
12.9K
+ 2.01%
$279K - $297K
652K $0
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
12.6K
New
$273K - $290K
12.6K $0
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
12.5K
+ 27.23%
$270K - $288K
58.2K $0
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
11.9K
New
$258K - $274K
11.9K $0
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.9K
+ 5.03%
$236K - $251K
227K $0
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
7.62K
+ 10.78%
$165K - $176K
78.3K $0
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
5.28K
+ 2.47%
$115K - $122K
219K $0
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
4.7K
New
$102K - $108K
4.7K $0
Aug 09, 2023 Q2 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
4.4K
+ 1.29%
$95.4K - $102K
346K $0
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
4.04K
+ 10.39%
$87.7K - $93.3K
42.9K $0
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4K
+ 15.61%
$86.8K - $92.4K
29.6K $0
Aug 11, 2023 Q2 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
3.52K
+ 2.69%
$76.4K - $81.3K
134K $0
Jul 26, 2023 Q2 2023
Everett Harris & CO

BUY
 -
3.36K
+ 3.51%
$72.9K - $77.6K
99K $0
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.2K
+ 21.16%
$69.5K - $73.9K
18.3K $0
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
2.85K
New
$61.9K - $65.9K
2.85K $0
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.01K
+ 8.96%
$43.5K - $46.3K
24.4K $0
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.4K
+ 15.52%
$30.4K - $32.3K
10.4K $0
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
1.3K
+ 3.7%
$28.3K - $30.1K
36.5K $0
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.14K
+ 4.96%
$24.8K - $26.3K
24.1K $0
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.03K
+ 306.57%
$22.3K - $23.7K
1.36K $0
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
1K
+ 1.15%
$21.7K - $23.1K
88K $0
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
863
+ 9.55%
$18.7K - $19.9K
9.9K $0
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
747
+ 1.82%
$16.2K - $17.2K
41.7K $0
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
645
+ 11.51%
$14K - $14.9K
6.25K $0
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
600
New
$13K - $13.9K
600 $0
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
587
New
$12.7K - $13.6K
587 $0
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
550
+ 2.06%
$11.9K - $12.7K
27.2K $0
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
513
+ 0.12%
$11.1K - $11.8K
435K $0
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
513
+ 0.12%
$11.1K - $11.8K
435K $0
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
400
+ 1.23%
$8.68K - $9.24K
33K $0
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
395
+ 1.37%
$8.57K - $9.12K
29.3K $0
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
376
+ 1.43%
$8.16K - $8.68K
26.7K $0
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
336
+ 3.33%
$7.29K - $7.76K
10.4K $0
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
321
+ 2.26%
$6.97K - $7.41K
14.5K $0

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