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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-30.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-221KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7.2KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-22.6KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-810Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-33.6KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-24KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-24.1KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-80.6KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.88KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-38.5KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-467Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-27KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-186KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Novare Capital Management LLC
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-18.2KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-89.2KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-226- 91.5% |
N/A
|
21
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-992Closed |
N/A
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-135Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
425+ 18.97% |
N/A
|
2.67K
$0
|
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
|
May 20, 2020
Q1 2020
|
Baymount Management LP
Miami, FL |
SELL
|
CALL |
-300KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-32.9KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-45KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-78.2KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-9.4KClosed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
May 15, 2020
Q1 2020
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-485KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-59.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
CALL |
-233KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.77KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-91.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-20.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-121KClosed |
N/A
|
0
$0
|
|