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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-489- 5.23% |
$11.6K - $12.7K
|
8.87K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-530- 1.79% |
$12.6K - $13.8K
|
29K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-600- 1.14% |
$14.3K - $15.6K
|
51.9K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-600- 5.27% |
$14.3K - $15.6K
|
10.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-604- 6.79% |
$14.3K - $15.7K
|
8.29K
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-699- 5.86% |
$16.6K - $18.2K
|
11.2K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-738- 0.78% |
$17.5K - $19.2K
|
93.6K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-750- 53.92% |
$17.8K - $19.5K
|
641
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-761- 8.13% |
$18.1K - $19.8K
|
8.6K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-940- 0.85% |
$22.3K - $24.4K
|
110K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1K- 41.67% |
$23.8K - $26K
|
1.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 6.54% |
$25.3K - $27.7K
|
15.2K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 5.03% |
$33.5K - $36.7K
|
26.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 1.63% |
$36.2K - $39.6K
|
92K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.55K- 0.31% |
$36.7K - $40.2K
|
490K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.6K- 2.66% |
$38K - $41.6K
|
58.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 11.86% |
$39.2K - $42.9K
|
12.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 2.0% |
$39.6K - $43.3K
|
81.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.75K- 27.38% |
$41.4K - $45.4K
|
4.63K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.99K- 8.19% |
$47.2K - $51.6K
|
22.3K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.1K- 2.58% |
$49.9K - $54.6K
|
79.3K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.75K- 6.7% |
$88.9K - $97.3K
|
52.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.95K- 0.67% |
$93.9K - $103K
|
586K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.28K- 18.25% |
$102K - $111K
|
19.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.36K- 75.84% |
$104K - $113K
|
1.39K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.42K- 8.38% |
$105K - $115K
|
48.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.97K- 4.98% |
$118K - $129K
|
94.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.65K- 2.62% |
$134K - $147K
|
210K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6K- 22.9% |
$143K - $156K
|
20.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-6.03K- 2.79% |
$143K - $157K
|
210K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-6.73K- 1.79% |
$160K - $175K
|
369K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-7.75K- 2.91% |
$184K - $201K
|
259K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8.5K- 1.95% |
$202K - $221K
|
427K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.54K- 2.56% |
$203K - $222K
|
325K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 35.07% |
$247K - $270K
|
19.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13.7K- 46.41% |
$326K - $356K
|
15.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 24.37% |
$394K - $431K
|
51.5K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-16.8K- 18.15% |
$400K - $437K
|
75.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.1K- 55.44% |
$429K - $470K
|
14.5K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-18.9K- 97.82% |
$449K - $492K
|
422
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-23.2K- 13.51% |
$550K - $602K
|
148K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-28.2K- 5.91% |
$670K - $734K
|
450K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.7K- 30.94% |
$943K - $1.03M
|
88.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-40.8K- 7.45% |
$968K - $1.06M
|
506K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-52.9K- 38.78% |
$1.26M - $1.37M
|
83.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81.3K- 35.24% |
$1.93M - $2.11M
|
149K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.05M- 94.41% |
$24.9M - $27.3M
|
62.2K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.29M- 78.15% |
$30.6M - $33.5M
|
361K
$0
|