Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q4 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
788K+ 2217.49% |
$16.6M - $18.2M
|
824K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
549K+ 0.82% |
$11.6M - $12.7M
|
67.1M
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
244K+ 547.17% |
$5.12M - $5.61M
|
288K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
190K+ 18.73% |
$3.99M - $4.37M
|
1.2M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 37.68% |
$3.28M - $3.6M
|
570K
$0
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 37.68% |
$3.28M - $3.6M
|
570K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
140KNew |
$2.96M - $3.24M
|
140K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.3K+ 8.86% |
$1.92M - $2.1M
|
1.12M
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
68.3KNew |
$1.44M - $1.57M
|
68.3K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
54.8K+ 9.64% |
$1.15M - $1.26M
|
623K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.2K+ 159.56% |
$1.1M - $1.2M
|
84.8K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$1.08M - $1.18M
|
51.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
46.6K+ 25.95% |
$981K - $1.07M
|
226K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
46.1KNew |
$970K - $1.06M
|
46.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
44.3KNew |
$932K - $1.02M
|
44.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
41.5KNew |
$874K - $957K
|
41.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
39KNew |
$822K - $900K
|
39K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
36.8KNew |
$773K - $847K
|
36.8K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
34.7KNew |
$729K - $799K
|
34.7K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 39.34% |
$682K - $746K
|
115K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
25.8KNew |
$542K - $593K
|
25.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$542K - $593K
|
25.8K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.9KNew |
$524K - $574K
|
24.9K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.7KNew |
$499K - $546K
|
23.7K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
23K+ 117.02% |
$485K - $531K
|
42.7K
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3K+ 21.07% |
$385K - $422K
|
105K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16.1K+ 4.86% |
$340K - $372K
|
348K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.6K+ 15.38% |
$245K - $268K
|
87.3K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
11.3KNew |
$237K - $260K
|
11.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
9.92KNew |
$209K - $229K
|
9.92K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.71KNew |
$204K - $224K
|
9.71K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.66KNew |
$203K - $222K
|
9.66K
$0
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9.47KNew |
$199K - $218K
|
9.47K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9.47KNew |
$199K - $218K
|
9.47K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9.33KNew |
$196K - $215K
|
9.33K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.8K+ 9.12% |
$185K - $203K
|
105K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
7.9K+ 7.62% |
$166K - $182K
|
112K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
7.13K+ 1.62% |
$150K - $164K
|
446K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.71KNew |
$141K - $155K
|
6.71K
$0
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.37KNew |
$134K - $147K
|
6.37K
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.37KNew |
$134K - $147K
|
6.37K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.19KNew |
$130K - $143K
|
6.19K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
5.34K+ 6.59% |
$112K - $123K
|
86.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.94K+ 23.12% |
$104K - $114K
|
26.3K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.69KNew |
$98.6K - $108K
|
4.69K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 23.89% |
$92.4K - $101K
|
22.8K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
3.46K+ 9.34% |
$72.8K - $79.7K
|
40.5K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.91K+ 111.9% |
$61.1K - $66.9K
|
5.5K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.63KNew |
$55.3K - $60.5K
|
2.63K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 14.49% |
$48.9K - $53.6K
|
18.4K
$0
|