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
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
273
+ 0.43%
$5.92K - $6.3K
63.9K $0
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
273
+ 0.43%
$5.92K - $6.3K
63.9K $0
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
235
+ 2.58%
$5.1K - $5.43K
9.36K $0
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
226
+ 19.35%
$4.9K - $5.22K
1.39K $0
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
197
New
$4.27K - $4.55K
197 $0
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
83
+ 518.75%
$1.8K - $1.92K
99 $0
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
81
+ 0.53%
$1.76K - $1.87K
15.3K $0
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
76
New
$1.65K - $1.75K
76 $0
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
63
+ 0.51%
$1.37K - $1.45K
12.3K $0
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
41
New
$890 - $947
41 $0
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
38
+ 0.38%
$825 - $877
10.2K $0
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
23
+ 0.03%
$499 - $531
88.7K $0
Jul 12, 2023 Q2 2023
My Personal Cfo, LLC

BUY
 -
21
+ 0.03%
$456 - $485
83K $0
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
11
+ 1.77%
$239 - $254
634 $0
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
8
+ 0.04%
$174 - $185
17.9K $0
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
6
+ 0.04%
$130 - $139
17K $0
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
4
+ 0.02%
$86.8 - $92.4
19.3K $0
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
2
+ 1.74%
$43.4 - $46.2
117 $0
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

SELL
 -
-45
- 0.17%
$977 - $1.04K
26.7K $0
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-76
- 0.17%
$1.65K - $1.75K
45K $0
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

SELL
 -
-100
- 2.97%
$2.17K - $2.31K
3.27K $0
Jul 27, 2023 Q2 2023
Washington Trust CO

SELL
 -
-150
- 11.13%
$3.26K - $3.46K
1.2K $0
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

SELL
 -
-165
- 26.11%
$3.58K - $3.81K
467 $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-200
- 1.58%
$4.34K - $4.62K
12.5K $0
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-200
- 1.24%
$4.34K - $4.62K
15.9K $0
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-207
- 0.85%
$4.49K - $4.78K
24.2K $0
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-210
- 87.5%
$4.56K - $4.85K
30 $0
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-235
- 1.47%
$5.1K - $5.43K
15.8K $0
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-249
- 0.24%
$5.4K - $5.75K
102K $0
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

SELL
 -
-282
- 1.01%
$6.12K - $6.51K
27.5K $0
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-300
- 12.11%
$6.51K - $6.93K
2.18K $0
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-323
- 0.86%
$7.01K - $7.46K
37.2K $0
Jul 17, 2023 Q2 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
SELL
 -
-388
- 0.67%
$8.42K - $8.96K
57.6K $0
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-572
- 99.65%
$12.4K - $13.2K
2 $0
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

SELL
 -
-610
- 6.28%
$13.2K - $14.1K
9.1K $0
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-670
- 4.27%
$14.5K - $15.5K
15K $0
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
SELL
 -
-800
- 50.0%
$17.4K - $18.5K
800 $0
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
SELL
 -
-878
- 2.16%
$19.1K - $20.3K
39.9K $0
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
SELL
 -
-941
- 9.56%
$20.4K - $21.7K
8.9K $0
Jul 20, 2023 Q2 2023
Keudell

SELL
 -
-1.18K
- 2.96%
$25.6K - $27.2K
38.6K $0
Aug 14, 2023 Q2 2023
Laird Norton Trust Company, LLC

SELL
 -
-1.25K
- 1.7%
$27.2K - $29K
72.5K $0
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

SELL
 -
-1.41K
- 2.37%
$30.5K - $32.4K
57.9K $0
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.42K
- 13.21%
$30.8K - $32.8K
9.33K $0
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1.53K
- 0.49%
$33.3K - $35.4K
312K $0
Jul 21, 2023 Q2 2023
Graybill Bartz & Assoc LTD

SELL
 -
-1.87K
- 13.05%
$40.5K - $43.1K
12.4K $0
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-2.07K
- 3.79%
$45K - $47.8K
52.5K $0
Aug 14, 2023 Q2 2023
Arrow Investment Advisors, LLC

Laurel, MD
SELL
 -
-2.16K
- 2.68%
$46.9K - $49.9K
78.6K $0
Aug 11, 2023 Q2 2023
Annandale Capital, LLC

Dallas, TX
SELL
 -
-3.3K
- 14.93%
$71.6K - $76.2K
18.8K $0
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

SELL
 -
-3.77K
- 14.11%
$81.8K - $87K
22.9K $0

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