Purchases and Sales Made in Q3 2021 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q3 2021. 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 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.7MNew |
N/A
|
61.7M
$1.75B
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
559KNew |
N/A
|
559K
$15.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
465K+ 6.85% |
N/A
|
7.26M
$205M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
459KNew |
N/A
|
459K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
213KNew |
N/A
|
213K
$6.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
99.5K+ 21.61% |
N/A
|
560K
$15.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
83.1K+ 300.45% |
N/A
|
111K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
74.1K+ 192.74% |
N/A
|
113K
$3.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
74K+ 6.23% |
N/A
|
1.26M
$35.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
58.6K+ 139.04% |
N/A
|
101K
$2.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.6K+ 6.96% |
N/A
|
808K
$22.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
51.8KNew |
N/A
|
51.8K
$1.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
48.1KNew |
N/A
|
48.1K
$1.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
41K+ 9.82% |
N/A
|
458K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
36.1K+ 4.15% |
N/A
|
904K
$25.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.4KNew |
N/A
|
35.4K
$1M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$846K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
29.4K+ 11.01% |
N/A
|
296K
$8.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
23.7K+ 40.18% |
N/A
|
82.5K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.7K+ 8.96% |
N/A
|
228K
$6.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
13.1K+ 23.3% |
N/A
|
69.5K
$1.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$371K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$352K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$338K
|
|
|
Oct 26, 2021
Q3 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$331K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11K+ 0.82% |
N/A
|
1.35M
$38.2M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 26.71% |
N/A
|
48.8K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$285K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
N/A
|
10K
$283K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
9.05K+ 10.48% |
N/A
|
95.4K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.32K+ 8.68% |
N/A
|
104K
$2.95M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.98K+ 16.83% |
N/A
|
55.4K
$1.57M
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
7.88K+ 5.48% |
N/A
|
152K
$4.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
7.3K+ 445.39% |
N/A
|
8.94K
$253K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.67K+ 2.54% |
N/A
|
269K
$7.61M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6.43KNew |
N/A
|
6.43K
$182K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.31K+ 1.56% |
N/A
|
345K
$9.76M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
5.15K+ 19.17% |
N/A
|
32K
$906K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.01K+ 35.92% |
N/A
|
15.2K
$430K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.7K+ 1.16% |
N/A
|
321K
$9.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.5K+ 28.7% |
N/A
|
15.7K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.3K+ 97.52% |
N/A
|
6.69K
$189K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.22K+ 3.73% |
N/A
|
89.5K
$2.53M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.88K+ 1.56% |
N/A
|
122K
$3.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.63K+ 66.13% |
N/A
|
4.1K
$116K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31K+ 12.42% |
N/A
|
11.8K
$334K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 8.15% |
N/A
|
13.7K
$388K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1K+ 157.23% |
N/A
|
1.64K
$46.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1K+ 5.23% |
N/A
|
20.1K
$569K
|
|