Purchases and Sales Made in Q4 2021 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.67M+ 38.74% |
N/A
|
5.99M
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
819K+ 90.61% |
N/A
|
1.72M
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
347K+ 0.56% |
N/A
|
62.1M
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
276K+ 3.8% |
N/A
|
7.53M
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
190KNew |
N/A
|
190K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
159K+ 149.01% |
N/A
|
266K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Rye Brook Capital LLC
|
BUY
|
- |
110K+ 50.83% |
N/A
|
327K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
108KNew |
N/A
|
108K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
103KNew |
N/A
|
103K
$0
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
98KNew |
N/A
|
98K
$0
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
75KNew |
N/A
|
75K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.2K+ 474.22% |
N/A
|
77.7K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
47.5KNew |
N/A
|
47.5K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
45.3KNew |
N/A
|
45.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.2K+ 7.36% |
N/A
|
601K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.2K+ 21.05% |
N/A
|
202K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
34.8K+ 11.77% |
N/A
|
331K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
32.6KNew |
N/A
|
32.6K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.6K+ 7.09% |
N/A
|
492K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
29.7KNew |
N/A
|
29.7K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.9KNew |
N/A
|
28.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24.2K+ 7.53% |
N/A
|
345K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
N/A
|
21.6K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Salient Capital Advisors, LLC
|
BUY
|
- |
20.7KNew |
N/A
|
20.7K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
19.5K+ 3.8% |
N/A
|
532K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$0
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.9K+ 117.32% |
N/A
|
25.7K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 26.02% |
N/A
|
61.5K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
12.6K+ 2.25% |
N/A
|
572K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12K+ 11.53% |
N/A
|
116K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.6K+ 2.54% |
N/A
|
470K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.53KNew |
N/A
|
9.53K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.93K+ 13.1% |
N/A
|
77.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.05K+ 7.49% |
N/A
|
101K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
6.86K+ 21.43% |
N/A
|
38.9K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.39K+ 9.2% |
N/A
|
75.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 47.66% |
N/A
|
19.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.23K+ 7.54% |
N/A
|
88.8K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.48K+ 47.74% |
N/A
|
16.9K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5.2K+ 58.17% |
N/A
|
14.1K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.68KNew |
N/A
|
4.68K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.15KNew |
N/A
|
4.15K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.13K+ 13.93% |
N/A
|
33.8K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.89K+ 388900.0% |
N/A
|
3.89K
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.83KNew |
N/A
|
3.83K
$0
|