Purchases and Sales Made in Q4 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.16K+ 1.16% |
$27.6K - $30.1K
|
101K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 4.08% |
$24.4K - $26.7K
|
26.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 53.59% |
$23.8K - $26K
|
2.87K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
796+ 6.62% |
$18.9K - $20.7K
|
12.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
734+ 1.73% |
$17.4K - $19.1K
|
43.1K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
690New |
$16.4K - $17.9K
|
690
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
534New |
$12.7K - $13.9K
|
534
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
470New |
$11.2K - $12.2K
|
470
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
453+ 100.0% |
$10.8K - $11.8K
|
906
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
394+ 214.13% |
$9.36K - $10.2K
|
578
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
314+ 550.88% |
$7.46K - $8.16K
|
371
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
292+ 0.37% |
$6.94K - $7.59K
|
78.4K
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
292New |
$6.94K - $7.59K
|
292
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286New |
$6.79K - $7.43K
|
286
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
201+ 0.96% |
$4.77K - $5.22K
|
21.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
193+ 9650.0% |
$4.58K - $5.02K
|
195
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
177+ 1.66% |
$4.2K - $4.6K
|
10.9K
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
176New |
$4.18K - $4.57K
|
176
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
164+ 0.21% |
$3.9K - $4.26K
|
80.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 1.77% |
$2.76K - $3.01K
|
6.66K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
110+ 13.43% |
$2.61K - $2.86K
|
929
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78+ 0.52% |
$1.85K - $2.03K
|
15K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
62+ 47.33% |
$1.47K - $1.61K
|
193
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
57New |
$1.35K - $1.48K
|
57
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54+ 0.65% |
$1.28K - $1.4K
|
8.37K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 1.14% |
$926 - $1.01K
|
3.47K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 1.05% |
$760 - $832
|
3.09K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18+ 1.72% |
$428 - $468
|
1.07K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$285 - $312
|
26.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 1.71% |
$261 - $286
|
656
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.06% |
$143 - $156
|
10.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.68% |
$47.5 - $52
|
121
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2- 0.01% |
$47.5 - $52
|
17.9K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-10- 0.09% |
$238 - $260
|
11.5K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-52- 50.0% |
$1.24K - $1.35K
|
52
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-67- 0.54% |
$1.59K - $1.74K
|
12.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-106- 1.04% |
$2.52K - $2.75K
|
10.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-109- 0.59% |
$2.59K - $2.83K
|
18.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-110- 0.29% |
$2.61K - $2.86K
|
37.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-172- 72.88% |
$4.09K - $4.47K
|
64
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-208- 19.14% |
$4.94K - $5.41K
|
879
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-219- 0.86% |
$5.2K - $5.69K
|
25.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-271- 1.86% |
$6.44K - $7.04K
|
14.3K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-295- 2.3% |
$7.01K - $7.67K
|
12.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-325- 3.94% |
$7.72K - $8.45K
|
7.93K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-335- 3.09% |
$7.96K - $8.71K
|
10.5K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-338- 3.88% |
$8.03K - $8.78K
|
8.38K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-345- 10.54% |
$8.19K - $8.97K
|
2.93K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-383- 0.62% |
$9.1K - $9.95K
|
61.4K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-428- 40.45% |
$10.2K - $11.1K
|
630
$0
|