Purchases and Sales Made in Q3 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 Q3 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 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
7.26M
New
$166M - $181M
7.26M $0
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.81M
+ 3.74%
$64.2M - $69.8M
77.9M $0
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
56.5K
+ 13.01%
$1.29M - $1.41M
491K $0
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
55.7K
New
$1.27M - $1.39M
55.7K $0
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
53.9K
+ 8.26%
$1.23M - $1.34M
706K $0
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
44.1K
+ 11.04%
$1.01M - $1.1M
444K $0
Nov 13, 2023 Q3 2023
Kepos Capital LP

New York, NY
BUY
 -
36.1K
+ 63.85%
$826K - $899K
92.7K $0
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
30.9K
+ 83.05%
$706K - $768K
68.1K $0
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
29.6K
New
$678K - $737K
29.6K $0
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
28.6K
+ 32.87%
$653K - $710K
115K $0
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
25.1K
New
$575K - $625K
25.1K $0
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
24.6K
+ 4.71%
$563K - $612K
547K $0
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
23.4K
New
$536K - $583K
23.4K $0
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
23.3K
+ 1800.0%
$533K - $580K
24.6K $0
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
21.6K
+ 37.09%
$494K - $537K
79.8K $0
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
21.6K
+ 27.52%
$493K - $536K
99.9K $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
21K
+ 28.0%
$480K - $522K
95.9K $0
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
19.3K
+ 47073.17%
$441K - $480K
19.3K $0
Oct 10, 2023 Q3 2023
Fortem Financial Group, LLC

BUY
 -
19K
+ 5.33%
$435K - $473K
376K $0
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
17K
+ 94.44%
$389K - $423K
35K $0
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
12.3K
+ 45.11%
$281K - $305K
39.5K $0
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
12.1K
New
$276K - $300K
12.1K $0
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
12.1K
New
$276K - $300K
12.1K $0
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
11.5K
+ 26.75%
$263K - $286K
54.4K $0
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
11K
+ 196.01%
$252K - $274K
16.6K $0
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
11K
+ 2.67%
$251K - $273K
423K $0
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
10.6K
New
$242K - $264K
10.6K $0
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
10.1K
New
$232K - $252K
10.1K $0
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
9.89K
+ 14.13%
$226K - $246K
79.9K $0
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.72K
+ 13.21%
$222K - $242K
83.3K $0
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
8.72K
New
$199K - $217K
8.72K $0
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
8.55K
+ 4.11%
$196K - $213K
216K $0
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
8.32K
New
$190K - $207K
8.32K $0
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
8.26K
New
$189K - $205K
8.26K $0
Nov 09, 2023 Q3 2023
Waters Parkerson & Co., LLC

BUY
 -
8.25K
New
$189K - $205K
8.25K $0
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
8.15K
New
$186K - $203K
8.15K $0
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
7.15K
+ 8.06%
$163K - $178K
95.8K $0
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.54K
New
$150K - $163K
6.54K $0
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
6.31K
+ 25.61%
$144K - $157K
31K $0
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.84K
+ 31.84%
$133K - $145K
24.2K $0
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.58K
+ 0.56%
$105K - $114K
830K $0
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.69K
+ 8.19%
$84.3K - $91.7K
48.7K $0
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.99K
+ 10.08%
$68.3K - $74.2K
32.6K $0
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
2.05K
+ 7.44%
$46.8K - $50.9K
29.6K $0
Nov 14, 2023 Q3 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
1.92K
+ 1.43%
$44K - $47.8K
136K $0
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.7K
+ 5.15%
$38.9K - $42.3K
34.7K $0
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.68K
+ 35.65%
$38.3K - $41.7K
6.37K $0
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.6K
+ 15.33%
$36.5K - $39.7K
12K $0
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.55K
+ 0.32%
$35.3K - $38.4K
491K $0

Track Institutional and Insider Activities on AMJ

Follow JPMORGAN CHASE & CO ALERIAN ML and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AMJ shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO Alerian Ml insider buys or sells AMJ shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO ALERIAN ML

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AMJ