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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.9KNew |
$378K - $414K
|
15.9K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.99KNew |
$190K - $208K
|
7.99K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-325- 3.94% |
$7.72K - $8.45K
|
7.93K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-761- 8.13% |
$18.1K - $19.8K
|
8.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.64KNew |
$62.7K - $68.6K
|
2.64K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286New |
$6.79K - $7.43K
|
286
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 5.03% |
$33.5K - $36.7K
|
26.7K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
394+ 214.13% |
$9.36K - $10.2K
|
578
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
534New |
$12.7K - $13.9K
|
534
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
27.2KNew |
$647K - $708K
|
27.2K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.75K- 6.7% |
$88.9K - $97.3K
|
52.2K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-6.73K- 1.79% |
$160K - $175K
|
369K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87.3KNew |
$2.07M - $2.27M
|
87.3K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$133K - $146K
|
5.61K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.66K+ 2.81% |
$39.3K - $43K
|
60.5K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-600- 5.27% |
$14.3K - $15.6K
|
10.8K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-18.9K- 97.82% |
$449K - $492K
|
422
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-428- 40.45% |
$10.2K - $11.1K
|
630
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-750- 53.92% |
$17.8K - $19.5K
|
641
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
470New |
$11.2K - $12.2K
|
470
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.93KNew |
$188K - $206K
|
7.93K
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
175New |
$4K - $4.35K
|
175
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 45.11% |
$281K - $305K
|
39.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
25+ 0.03% |
$572 - $622
|
72.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
935New |
$21.4K - $23.3K
|
935
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-186Closed |
$4.25K - $4.63K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.15KNew |
$186K - $203K
|
8.15K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.1KNew |
$276K - $300K
|
12.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.26K- 5.48% |
$28.8K - $31.3K
|
21.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.46K- 9.44% |
$56.2K - $61.2K
|
23.6K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
8.25KNew |
$189K - $205K
|
8.25K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.7KNew |
$1.27M - $1.39M
|
55.7K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-102- 7.32% |
$2.33K - $2.54K
|
1.29K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.1K- 12.08% |
$574K - $624K
|
183K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-64- 0.65% |
$1.46K - $1.59K
|
9.8K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 8.94% |
$1.21K - $1.32K
|
540
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-87- 0.71% |
$1.99K - $2.16K
|
12.1K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-77- 8.07% |
$1.76K - $1.91K
|
877
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-67- 34.01% |
$1.53K - $1.67K
|
130
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.1KNew |
$232K - $252K
|
10.1K
$0
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$299K - $318K
|
13.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
863+ 9.55% |
$18.7K - $19.9K
|
9.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76New |
$1.65K - $1.75K
|
76
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-878- 2.16% |
$19.1K - $20.3K
|
39.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.9KNew |
$258K - $274K
|
11.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.3K- 14.93% |
$71.6K - $76.2K
|
18.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.3K- 11.19% |
$115K - $122K
|
42.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
116KNew |
$2.51M - $2.67M
|
116K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$13K - $13.9K
|
600
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
63+ 0.51% |
$1.37K - $1.45K
|
12.3K
$0
|
|