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 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-391- 3.74% |
N/A
|
10.1K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-462- 2.37% |
N/A
|
19K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-525- 9.29% |
N/A
|
5.13K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-583- 5.02% |
N/A
|
11K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-690- 0.62% |
N/A
|
110K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-701- 1.76% |
N/A
|
39.2K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-718- 59.63% |
N/A
|
486
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-746- 68.07% |
N/A
|
350
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-965- 8.48% |
N/A
|
10.4K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.01K- 3.68% |
N/A
|
26.5K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.06K- 73.87% |
N/A
|
375
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.06K- 0.7% |
N/A
|
151K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 3.66% |
N/A
|
38K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.6K- 3.58% |
N/A
|
43.1K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.67K- 1.86% |
N/A
|
87.8K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.67K- 13.21% |
N/A
|
11K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 3.31% |
N/A
|
53.6K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-2.14K- 7.65% |
N/A
|
25.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54K- 10.31% |
N/A
|
22.1K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.65KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.14K- 14.94% |
N/A
|
29.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.44K- 27.04% |
N/A
|
14.7K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.94K- 25.88% |
N/A
|
17K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.43KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-6.6K- 14.43% |
N/A
|
39.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-8.47K- 5.69% |
N/A
|
141K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8.58K- 69.31% |
N/A
|
3.8K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-8.6K- 24.23% |
N/A
|
26.9K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-8.81K- 9.23% |
N/A
|
86.6K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.54K- 4.19% |
N/A
|
218K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.61K- 60.9% |
N/A
|
6.17K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9.72K- 18.77% |
N/A
|
42.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-10K- 99.48% |
N/A
|
52
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 71.09% |
N/A
|
4.54K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11.3K- 91.02% |
N/A
|
1.12K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-13.2K- 5.09% |
N/A
|
247K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18.2K- 8.54% |
N/A
|
195K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19.4K- 44.5% |
N/A
|
24.2K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.9K- 4.92% |
N/A
|
385K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23KClosed |
N/A
|
0
$0
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27.2K- 98.91% |
N/A
|
299
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.4KClosed |
N/A
|
0
$0
|