Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.41K+ 5.29% |
$32.3K - $35.1K
|
28.1K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.17K+ 2.02% |
$26.7K - $29K
|
58.8K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.07K+ 2.92% |
$24.4K - $26.6K
|
37.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
935New |
$21.4K - $23.3K
|
935
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
712+ 1.71% |
$16.3K - $17.7K
|
42.4K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
650+ 0.59% |
$14.9K - $16.2K
|
111K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
650+ 0.66% |
$14.9K - $16.2K
|
99.7K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
613+ 5.69% |
$14K - $15.2K
|
11.4K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
540+ 0.61% |
$12.3K - $13.4K
|
88.6K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
521+ 3.3% |
$11.9K - $13K
|
16.3K
$0
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
453New |
$10.4K - $11.3K
|
453
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
365+ 0.47% |
$8.35K - $9.08K
|
78.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
283+ 0.97% |
$6.47K - $7.04K
|
29.5K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
255+ 2.44% |
$5.83K - $6.34K
|
10.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
236New |
$5.4K - $5.87K
|
236
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
207+ 6.85% |
$4.73K - $5.15K
|
3.23K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
175New |
$4K - $4.35K
|
175
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53+ 0.52% |
$1.21K - $1.32K
|
10.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
52+ 100.0% |
$1.19K - $1.29K
|
104
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 1.09% |
$846 - $920
|
3.43K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 0.31% |
$663 - $721
|
9.36K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
25+ 0.03% |
$572 - $622
|
72.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 1.74% |
$252 - $274
|
645
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.06% |
$183 - $199
|
14.5K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8+ 0.04% |
$183 - $199
|
17.9K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.15% |
$114 - $124
|
3.27K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.71% |
$45.7 - $49.7
|
119
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- -0.0% |
$22.9 - $24.9
|
93.5K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-52- 28.42% |
$1.19K - $1.29K
|
131
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 8.94% |
$1.21K - $1.32K
|
540
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-61- 5.09% |
$1.4K - $1.52K
|
1.14K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-64- 0.12% |
$1.46K - $1.59K
|
52.5K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-64- 0.65% |
$1.46K - $1.59K
|
9.8K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-67- 34.01% |
$1.53K - $1.67K
|
130
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-77- 8.07% |
$1.76K - $1.91K
|
877
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-87- 0.71% |
$1.99K - $2.16K
|
12.1K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-88- 0.23% |
$2.01K - $2.19K
|
38.5K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-102- 7.32% |
$2.33K - $2.54K
|
1.29K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-135- 0.51% |
$3.09K - $3.36K
|
26.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-148- 0.61% |
$3.38K - $3.68K
|
24.2K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 1.2% |
$3.43K - $3.73K
|
12.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-177- 5.48% |
$4.05K - $4.4K
|
3.05K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-183- 1.7% |
$4.19K - $4.55K
|
10.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-186Closed |
$4.25K - $4.63K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 5.59% |
$4.57K - $4.97K
|
3.38K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-275- 20.19% |
$6.29K - $6.84K
|
1.09K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-403- 68.65% |
$9.22K - $10K
|
184
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 21.13% |
$11.4K - $12.4K
|
1.87K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-565- 35.01% |
$12.9K - $14.1K
|
1.05K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-627- 4.99% |
$14.3K - $15.6K
|
11.9K
$0
|