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 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-6.15KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27.2K- 98.91% |
N/A
|
299
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.06K- 73.87% |
N/A
|
375
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.98KNew |
N/A
|
2.98K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8.58K- 69.31% |
N/A
|
3.8K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.43KClosed |
N/A
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-746- 68.07% |
N/A
|
350
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
425+ 2.41% |
N/A
|
18K
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.1KClosed |
N/A
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.11KClosed |
N/A
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-250KClosed |
N/A
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1K+ 157.23% |
N/A
|
1.64K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 70.18% |
N/A
|
85
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
48.1KNew |
N/A
|
48.1K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.1KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
11.2KNew |
N/A
|
11.2K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
4New |
N/A
|
4
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-21.5KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-31KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-681Closed |
N/A
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-143KClosed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-700- 5.15% |
N/A
|
12.9K
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-24.7KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.84KClosed |
N/A
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-130KClosed |
N/A
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-382KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.07KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 28.57% |
N/A
|
50
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|