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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-850- 0.32% |
$19.4K - $21.1K
|
267K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-884- 7.11% |
$20.2K - $22K
|
11.5K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-974- 5.03% |
$22.3K - $24.2K
|
18.4K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 4.1% |
$25K - $27.2K
|
25.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.26K- 5.48% |
$28.8K - $31.3K
|
21.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.33K- 0.43% |
$30.3K - $33K
|
311K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.43K- 9.32% |
$32.7K - $35.6K
|
13.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.53K- 2.48% |
$35.1K - $38.2K
|
60.3K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.65K- 1.99% |
$37.7K - $41K
|
81.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.7K- 6.09% |
$38.9K - $42.3K
|
26.2K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.96K- 3.39% |
$44.8K - $48.7K
|
55.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.07K- 3.23% |
$47.2K - $51.4K
|
61.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.46K- 9.44% |
$56.2K - $61.2K
|
23.6K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.33K- 13.77% |
$76.2K - $82.8K
|
20.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.38K- 1.54% |
$77.3K - $84.1K
|
216K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.81K- 89.35% |
$110K - $120K
|
573
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.82K- 32.04% |
$110K - $120K
|
10.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.93K- 1.02% |
$113K - $122K
|
478K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.39K- 6.86% |
$123K - $134K
|
73.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.85K- 40.22% |
$157K - $170K
|
10.2K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7.68K- 7.53% |
$176K - $191K
|
94.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.17K- 38.01% |
$210K - $228K
|
15K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-9.21K- 2.07% |
$211K - $229K
|
436K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-12.1K- 3.49% |
$276K - $300K
|
334K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 23.56% |
$342K - $372K
|
48.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 2.62% |
$364K - $395K
|
590K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-23.7K- 12.14% |
$542K - $589K
|
171K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.1K- 12.08% |
$574K - $624K
|
183K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.7K- 16.69% |
$588K - $639K
|
128K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.3K- 14.23% |
$875K - $952K
|
231K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 9.88% |
$2.44M - $2.65M
|
974K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-128K- 56.46% |
$2.93M - $3.18M
|
98.7K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.09M- 39.84% |
$25M - $27.2M
|
1.65M
$0
|