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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-720- 0.62% |
$18.3K - $20.5K
|
116K
$0
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.15K- 2.74% |
$54.5K - $61.2K
|
76.3K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 41.68% |
$1.13M - $1.26M
|
62.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.56K+ 8682.81% |
$141K - $158K
|
5.62K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 10.33% |
$332K - $373K
|
140K
$0
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1K+ 14.79% |
$332K - $373K
|
102K
$0
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.29KNew |
$210K - $236K
|
8.29K
$0
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5+ 1.35% |
$127 - $142
|
376
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07K+ 76.98% |
$27.1K - $30.5K
|
2.46K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.6K- 57.26% |
$826K - $928K
|
24.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4M- 18.79% |
$35.4M - $39.8M
|
6.04M
$0
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2K+ 7.48% |
$283K - $318K
|
161K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.84K- 30.5% |
$148K - $166K
|
13.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-23.2K- 27.84% |
$589K - $662K
|
60.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-9.6K- 12.65% |
$243K - $274K
|
66.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 4.79% |
$1.03M - $1.15M
|
886K
$0
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30.1K- 5.95% |
$763K - $858K
|
476K
$0
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-30.7K- 9.44% |
$779K - $875K
|
295K
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 2.06% |
$27.2K - $30.6K
|
51.2K
$0
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.94% |
$30.4K - $34.2K
|
19K
$0
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-333K- 92.42% |
$8.45M - $9.49M
|
27.3K
$0
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18+ 0.17% |
$456 - $513
|
10.9K
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
677+ 1.81% |
$17.2K - $19.3K
|
38.2K
$0
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-129- 1.01% |
$3.27K - $3.68K
|
12.6K
$0
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-193K- 91.51% |
$4.88M - $5.49M
|
17.9K
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-111- 57.51% |
$2.81K - $3.16K
|
82
$0
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 69.78% |
$50.7K - $57K
|
866
$0
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-590- 1.49% |
$15K - $16.8K
|
39.1K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
7.1KNew |
$180K - $202K
|
7.1K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-133K- 66.87% |
$3.37M - $3.79M
|
65.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
225+ 2.14% |
$5.7K - $6.41K
|
10.7K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.55K+ 4.4% |
$64.6K - $72.6K
|
60.5K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.02K- 9.82% |
$203K - $228K
|
73.6K
$0
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.78KNew |
$197K - $222K
|
7.78K
$0
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.5K- 5.49% |
$292K - $328K
|
198K
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16+ 1.5% |
$406 - $456
|
1.08K
$0
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.4K- 3.63% |
$238K - $268K
|
249K
$0
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
249KNew |
$6.32M - $7.11M
|
249K
$0
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.85K+ 4.98% |
$123K - $138K
|
102K
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
914+ 11.24% |
$23.2K - $26K
|
9.05K
$0
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.39K- 5.78% |
$86K - $96.6K
|
55.3K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 40.53% |
$261K - $293K
|
15.1K
$0
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.24K+ 1.44% |
$158K - $178K
|
438K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6KNew |
$268K - $301K
|
10.6K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-453- 50.0% |
$11.5K - $12.9K
|
453
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
78K+ 250.65% |
$1.98M - $2.22M
|
109K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 0.64% |
$1.37K - $1.54K
|
8.32K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42+ 0.23% |
$1.06K - $1.2K
|
18.3K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
95New |
$2.41K - $2.71K
|
95
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-346K- 80.92% |
$8.77M - $9.85M
|
81.5K
$0
|