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 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
146K+ 1781.44% |
N/A
|
155K
$0
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Feb 25, 2021
Q4 2020
|
Clear Street Markets LLC
|
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-16.8K- 47.73% |
N/A
|
18.4K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-18.9KClosed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-127KClosed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-127KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.8KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Capital Advisors Inc
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-34.9KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
28.1KNew |
N/A
|
28.1K
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-13.6KClosed |
N/A
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.89KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-7.26KClosed |
N/A
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-21- 38.89% |
N/A
|
33
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-48KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-333Closed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.17KClosed |
N/A
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Brr Op Co, LLC
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22.8KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-31.4KClosed |
N/A
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-21.2KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-675Closed |
N/A
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-33.9KClosed |
N/A
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 3.05% |
N/A
|
811
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-341Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7.2KClosed |
N/A
|
0
$0
|
|