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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-208- 9.55% |
$5.27K - $5.93K
|
1.97K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-6.69K- 8.43% |
$169K - $190K
|
72.6K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-947- 32.33% |
$24K - $27K
|
1.98K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 10.14% |
$26K - $29.2K
|
11.1K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.7K- 48.99% |
$43.1K - $48.4K
|
1.77K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-102- 8.97% |
$2.59K - $2.91K
|
1.04K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.33K- 7.98% |
$33.6K - $37.7K
|
15.3K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-373- 2.09% |
$9.46K - $10.6K
|
17.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.03K+ 3.58% |
$26.2K - $29.5K
|
29.9K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
2.59K+ 2.57% |
$65.6K - $73.8K
|
103K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 1.45% |
$254 - $285
|
700
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.2K- 1.09% |
$30.4K - $34.2K
|
109K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 84.62% |
$27.9K - $31.3K
|
200
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
363K+ 921.76% |
$9.19M - $10.3M
|
402K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.9K+ 8.74% |
$302K - $340K
|
148K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-35- 0.34% |
$887 - $997
|
10.4K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.64KNew |
$92.3K - $104K
|
3.64K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15K- 18.68% |
$379K - $426K
|
65.1K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
100+ 0.8% |
$2.54K - $2.85K
|
12.7K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-59.8K- 63.91% |
$1.52M - $1.7M
|
33.8K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 9.16% |
$44.7K - $50.2K
|
21K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.15K- 19.66% |
$130K - $147K
|
21K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-716- 2.47% |
$18.2K - $20.4K
|
28.3K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.21K- 35.12% |
$30.7K - $34.6K
|
2.24K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-88- 0.34% |
$2.23K - $2.51K
|
26.2K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.04KNew |
$178K - $201K
|
7.04K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.29% |
$1.57K - $1.77K
|
21.1K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-49.9K- 33.69% |
$1.27M - $1.42M
|
98.3K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19.4K+ 55.84% |
$491K - $552K
|
54.1K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.48K+ 218.47% |
$114K - $128K
|
6.54K
$0
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.5K- 50.0% |
$38K - $42.7K
|
1.5K
$0
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
176New |
$4.18K - $4.57K
|
176
$0
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
BUY
|
- |
67.8KNew |
$1.61M - $1.76M
|
67.8K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-52- 50.0% |
$1.24K - $1.35K
|
52
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$500K - $547K
|
21.1K
$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
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.75K- 27.38% |
$41.4K - $45.4K
|
4.63K
$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
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 11.86% |
$39.2K - $42.9K
|
12.3K
$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
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$267K - $292K
|
11.2K
$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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.89KNew |
$187K - $205K
|
7.89K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
734+ 1.73% |
$17.4K - $19.1K
|
43.1K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 1.71% |
$261 - $286
|
656
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.68% |
$47.5 - $52
|
121
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.2KNew |
$788K - $863K
|
33.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$303K - $332K
|
12.8K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-338- 3.88% |
$8.03K - $8.78K
|
8.38K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-10- 0.09% |
$238 - $260
|
11.5K
$0
|
|