Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO Alerian Ml (AMJ)

AMJ Quotes by TradingView

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
Jan 30, 2023 Q4 2022
Peak Asset Management, LLC

Louisville, CO
BUY
 -
2.16K
+ 2.04%
$45.5K - $49.8K
108K $0
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.05K
+ 15.01%
$43.1K - $47.2K
15.7K $0
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.93K
+ 7.22%
$40.5K - $44.4K
28.6K $0
Feb 13, 2023 Q4 2022
Kepos Capital LP

New York, NY
BUY
 -
1.78K
+ 5.05%
$37.4K - $40.9K
37K $0
Feb 13, 2023 Q4 2022
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
1.56K
+ 190.48%
$32.8K - $35.9K
2.38K $0
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
1.54K
New
$32.5K - $35.6K
1.54K $0
Feb 13, 2023 Q4 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.53K
+ 22.84%
$32.1K - $35.2K
8.22K $0
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
1.5K
+ 405.41%
$31.6K - $34.6K
1.87K $0
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.37K
New
$28.7K - $31.5K
1.37K $0
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.37K
New
$28.7K - $31.5K
1.37K $0
Jan 18, 2023 Q4 2022
Boyd Watterson Asset Management LLC

BUY
 -
943
New
$19.8K - $21.7K
943 $0
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
824
New
$17.3K - $19K
824 $0
Feb 13, 2023 Q4 2022
Truepoint, Inc.

BUY
 -
655
+ 1.66%
$13.8K - $15.1K
40.2K $0
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
440
+ 1.39%
$9.26K - $10.1K
32.2K $0
Feb 07, 2023 Q4 2022
Fiduciary Group LLC

Savannah, GA
BUY
 -
400
+ 1.96%
$8.42K - $9.22K
20.8K $0
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
400
New
$8.42K - $9.22K
400 $0
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
363
+ 3.47%
$7.64K - $8.36K
10.8K $0
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
353
+ 0.95%
$7.43K - $8.13K
37.6K $0
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
200
New
$4.21K - $4.61K
200 $0
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
186
New
$3.91K - $4.29K
186 $0
Jan 20, 2023 Q4 2022
Stone Point Wealth LLC

BUY
 -
142
+ 0.23%
$2.99K - $3.27K
60.9K $0
Jan 24, 2023 Q4 2022
Covenant Asset Management, LLC

BUY
 -
114
+ 0.66%
$2.4K - $2.63K
17.4K $0
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
94
+ 21.32%
$1.98K - $2.17K
535 $0
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
85
New
$1.79K - $1.96K
85 $0
Jul 27, 2023 Q4 2022
Washington Trust CO

BUY
 -
50
+ 3.85%
$1.05K - $1.15K
1.35K $0
Jan 27, 2023 Q4 2022
Arcus Capital Partners, LLC

BUY
 -
37
New
$778 - $852
37 $0
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
26
+ 0.24%
$547 - $599
10.7K $0
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
10
+ 1.66%
$210 - $230
612 $0
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8
+ 0.06%
$168 - $184
14.2K $0
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
5
+ 0.03%
$105 - $115
17K $0
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

BUY
 -
4
+ 0.12%
$84.2 - $92.2
3.36K $0
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

SELL
 -
-1
- -0.0%
$21 - $23
30.4K $0
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-29
- 0.19%
$610 - $668
15.5K $0
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-46
- 7.2%
$968 - $1.06K
593 $0
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

SELL
 -
-72
- 0.26%
$1.51K - $1.66K
27.6K $0
Jan 19, 2023 Q4 2022
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-141
- 3.72%
$2.97K - $3.25K
3.65K $0
Feb 03, 2023 Q4 2022
Tfo Tdc, LLC

SELL
 -
-146
- 24.33%
$3.07K - $3.36K
454 $0
Jan 23, 2023 Q4 2022
Graybill Bartz & Assoc LTD

SELL
 -
-155
- 1.06%
$3.26K - $3.57K
14.5K $0
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-220
- 76.92%
$4.63K - $5.07K
66 $0
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-234
- 3.28%
$4.92K - $5.39K
6.91K $0
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-272
- 1.02%
$5.72K - $6.27K
26.4K $0
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-354
- 3.53%
$7.45K - $8.16K
9.69K $0
Jan 30, 2023 Q4 2022
Castle Rock Wealth Management, LLC

SELL
 -
-403
- 0.35%
$8.48K - $9.29K
116K $0
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-460
- 1.26%
$9.68K - $10.6K
35.9K $0
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

SELL
 -
-467
- 50.0%
$9.83K - $10.8K
467 $0
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-487
- 11.99%
$10.2K - $11.2K
3.58K $0
Jan 25, 2023 Q4 2022
Stephens Inc

SELL
 -
-501
- 1.72%
$10.5K - $11.5K
28.6K $0
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-537
- 4.76%
$11.3K - $12.4K
10.7K $0
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-750
- 26.32%
$15.8K - $17.3K
2.1K $0

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