Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)
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 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.13K- 27.58% |
$89.6K - $95.3K
|
10.8K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.24K- 43.03% |
$92K - $97.9K
|
5.61K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-4.75K- 4.13% |
$103K - $110K
|
110K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5K- 62.31% |
$109K - $115K
|
3.02K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.03K- 1.12% |
$109K - $116K
|
445K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.13K- 47.12% |
$111K - $118K
|
5.75K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.3K- 11.19% |
$115K - $122K
|
42.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.19K- 1.27% |
$134K - $143K
|
483K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.19K- 8.89% |
$134K - $143K
|
63.5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.42K- 9.4% |
$139K - $148K
|
61.9K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.54K- 7.76% |
$142K - $151K
|
77.7K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-6.96K- 3.45% |
$151K - $161K
|
195K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.06K- 22.25% |
$153K - $163K
|
24.7K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-9.14K- 4.21% |
$198K - $211K
|
208K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.52K- 3.44% |
$207K - $220K
|
267K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.9K- 56.1% |
$257K - $274K
|
9.28K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 2.23% |
$300K - $319K
|
606K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 17.4% |
$397K - $423K
|
86.9K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.5K- 19.83% |
$402K - $428K
|
74.9K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-20.6K- 55.87% |
$447K - $476K
|
16.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 27.75% |
$613K - $652K
|
73.5K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-44K- 10.98% |
$955K - $1.02M
|
357K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-63.1K- 0.86% |
$1.37M - $1.46M
|
7.26M
$0
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71.4K- 25.59% |
$1.55M - $1.65M
|
208K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-89K- 7.41% |
$1.93M - $2.06M
|
1.11M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-158K- 96.7% |
$3.42M - $3.64M
|
5.38K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-201K- 64.51% |
$4.37M - $4.65M
|
111K
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-232K- 95.0% |
$5.02M - $5.35M
|
12.2K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.68M- 49.41% |
$58.1M - $61.9M
|
2.74M
$0
|