Latest Institutional Transactions on Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO Alerian Ml (AMJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-175KClosed |
N/A
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-9.87KClosed |
N/A
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-26.7KClosed |
N/A
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.14KClosed |
N/A
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-28.4KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-112KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.42KClosed |
N/A
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-895KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
PUT |
-150KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-93.5KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-282Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-27.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-17.3KClosed |
N/A
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Lincoln National Corp
|
SELL
|
- |
-8.29KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-66Closed |
N/A
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Sage Financial Group Inc
|
SELL
|
- |
-23.5KClosed |
N/A
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-490KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8.09KClosed |
N/A
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-45.1KClosed |
N/A
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.2K- 21.46% |
N/A
|
44.7K
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.94KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-571- 22.43% |
N/A
|
1.98K
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.59KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
296KNew |
N/A
|
296K
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-596KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.2K- 55.0% |
N/A
|
1.8K
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-184Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Simmons Bank
|
SELL
|
- |
-7.95KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.91KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-180KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-5.06KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.37KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Country Trust Bank
|
SELL
|
- |
-4.07KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-647Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Soroban Capital Partners LP
New York, NY |
SELL
|
CALL |
-3.27MClosed |
N/A
|
0
$0
|
|