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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
80+ 0.52% |
N/A
|
15.3K
$0
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$0
|
|
Q2 2022 | |||||||
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14.8KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
46.8KNew |
N/A
|
46.8K
$0
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
888New |
N/A
|
888
$0
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-730- 6.62% |
N/A
|
10.3K
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
585New |
N/A
|
585
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
70KNew |
N/A
|
70K
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-628Closed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-501Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-491- 70.04% |
N/A
|
210
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
65.7K+ 545.74% |
N/A
|
77.7K
$0
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
76New |
N/A
|
76
$0
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-117KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-130K- 87.24% |
N/A
|
19.1K
$0
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
444New |
N/A
|
444
$0
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-24- 8.76% |
N/A
|
250
$0
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
208KNew |
N/A
|
208K
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-274KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
320+ 2.48% |
N/A
|
13.2K
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-877Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-29.7KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
N/A
|
19.8K
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.15KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.68K- 68.52% |
N/A
|
1.69K
$0
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-32.6KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-266- 55.3% |
N/A
|
215
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
265New |
N/A
|
265
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-495Closed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.51KClosed |
N/A
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-170Closed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-49.2KClosed |
N/A
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-45.3KClosed |
N/A
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-270- 72.78% |
N/A
|
101
$0
|