Latest Institutional Sells of Jpmorgan Chase & CO Alerian Ml (AMJ)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO Alerian Ml (AMJ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4M- 18.79% |
$35.4M - $39.8M
|
6.04M
$171M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-431K- 95.85% |
$10.9M - $12.3M
|
18.6K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-346K- 80.92% |
$8.77M - $9.85M
|
81.5K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-333K- 92.42% |
$8.45M - $9.49M
|
27.3K
$774K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-193K- 91.51% |
$4.88M - $5.49M
|
17.9K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147K- 14.95% |
$3.72M - $4.18M
|
836K
$23.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-133K- 66.87% |
$3.37M - $3.79M
|
65.9K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.1K- 17.59% |
$2.18M - $2.45M
|
403K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-59.8K- 63.91% |
$1.52M - $1.7M
|
33.8K
$956K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-49.9K- 33.69% |
$1.27M - $1.42M
|
98.3K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 41.68% |
$1.13M - $1.26M
|
62.1K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.6K- 57.26% |
$826K - $928K
|
24.3K
$688K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-30.7K- 9.44% |
$779K - $875K
|
295K
$8.34M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30.1K- 5.95% |
$763K - $858K
|
476K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.5K- 45.39% |
$597K - $671K
|
28.3K
$802K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-23.2K- 27.84% |
$589K - $662K
|
60.2K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15K- 18.68% |
$379K - $426K
|
65.1K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.5K- 5.49% |
$292K - $328K
|
198K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-11.1K- 15.17% |
$281K - $316K
|
62.1K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 40.53% |
$261K - $293K
|
15.1K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-9.6K- 12.65% |
$243K - $274K
|
66.3K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.4K- 3.63% |
$238K - $268K
|
249K
$7.06M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.02K- 9.82% |
$203K - $228K
|
73.6K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-6.69K- 8.43% |
$169K - $190K
|
72.6K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.84K- 30.5% |
$148K - $166K
|
13.3K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.15K- 19.66% |
$130K - $147K
|
21K
$595K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 6.87% |
$89.7K - $101K
|
47.9K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.39K- 5.78% |
$86K - $96.6K
|
55.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 9.28% |
$68.7K - $77.2K
|
26.5K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 6.78% |
$57.7K - $64.9K
|
31.3K
$886K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.15K- 2.74% |
$54.5K - $61.2K
|
76.3K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 69.78% |
$50.7K - $57K
|
866
$24.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.7K- 48.99% |
$43.1K - $48.4K
|
1.77K
$50.1K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.5K- 50.0% |
$38K - $42.7K
|
1.5K
$42.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.33K- 7.98% |
$33.6K - $37.7K
|
15.3K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.21K- 35.12% |
$30.7K - $34.6K
|
2.24K
$63.4K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.94% |
$30.4K - $34.2K
|
19K
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.2K- 1.09% |
$30.4K - $34.2K
|
109K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.16K- 34.3% |
$29.4K - $33K
|
2.22K
$62.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 84.62% |
$27.9K - $31.3K
|
200
$5.66K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 2.06% |
$27.2K - $30.6K
|
51.2K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-947- 32.33% |
$24K - $27K
|
1.98K
$56.1K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-884- 6.19% |
$22.4K - $25.2K
|
13.4K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-720- 0.62% |
$18.3K - $20.5K
|
116K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-716- 2.47% |
$18.2K - $20.4K
|
28.3K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-712- 0.23% |
$18K - $20.3K
|
314K
$8.89M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-590- 1.49% |
$15K - $16.8K
|
39.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-478- 3.18% |
$12.1K - $13.6K
|
14.6K
$412K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-453- 50.0% |
$11.5K - $12.9K
|
453
$12.8K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 50.0% |
$10.1K - $11.4K
|
400
$11.3K
|
|