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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-373- 2.09% |
$9.46K - $10.6K
|
17.5K
$0
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-236- 3.54% |
$5.98K - $6.72K
|
6.42K
$0
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-208- 9.55% |
$5.27K - $5.93K
|
1.97K
$0
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-193- 98.97% |
$4.89K - $5.5K
|
2
$0
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-129- 1.01% |
$3.27K - $3.68K
|
12.6K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127- 14.45% |
$3.22K - $3.62K
|
752
$0
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-111- 57.51% |
$2.81K - $3.16K
|
82
$0
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-102- 8.97% |
$2.59K - $2.91K
|
1.04K
$0
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 1.13% |
$2.54K - $2.85K
|
8.77K
$0
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-88- 0.34% |
$2.23K - $2.51K
|
26.2K
$0
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-82- 0.99% |
$2.08K - $2.34K
|
8.21K
$0
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 0.64% |
$1.37K - $1.54K
|
8.32K
$0
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-35- 0.34% |
$887 - $997
|
10.4K
$0
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-18.9K- 97.82% |
$449K - $492K
|
422
$0
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-6.73K- 1.79% |
$160K - $175K
|
369K
$0
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.42K- 8.38% |
$105K - $115K
|
48.3K
$0
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.75K- 6.7% |
$88.9K - $97.3K
|
52.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.75K- 27.38% |
$41.4K - $45.4K
|
4.63K
$0
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 11.86% |
$39.2K - $42.9K
|
12.3K
$0
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 1.63% |
$36.2K - $39.6K
|
92K
$0
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 5.03% |
$33.5K - $36.7K
|
26.7K
$0
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1K- 41.67% |
$23.8K - $26K
|
1.4K
$0
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-761- 8.13% |
$18.1K - $19.8K
|
8.6K
$0
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-750- 53.92% |
$17.8K - $19.5K
|
641
$0
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-600- 5.27% |
$14.3K - $15.6K
|
10.8K
$0
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-428- 40.45% |
$10.2K - $11.1K
|
630
$0
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-338- 3.88% |
$8.03K - $8.78K
|
8.38K
$0
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-325- 3.94% |
$7.72K - $8.45K
|
7.93K
$0
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-52- 50.0% |
$1.24K - $1.35K
|
52
$0
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-10- 0.09% |
$238 - $260
|
11.5K
$0
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.1K- 12.08% |
$574K - $624K
|
183K
$0
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.46K- 9.44% |
$56.2K - $61.2K
|
23.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.26K- 5.48% |
$28.8K - $31.3K
|
21.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-186Closed |
$4.25K - $4.63K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-102- 7.32% |
$2.33K - $2.54K
|
1.29K
$0
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-87- 0.71% |
$1.99K - $2.16K
|
12.1K
$0
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-77- 8.07% |
$1.76K - $1.91K
|
877
$0
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-67- 34.01% |
$1.53K - $1.67K
|
130
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-64- 0.65% |
$1.46K - $1.59K
|
9.8K
$0
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 8.94% |
$1.21K - $1.32K
|
540
$0
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-20.6K- 55.87% |
$447K - $476K
|
16.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.3K- 11.19% |
$115K - $122K
|
42.1K
$0
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.3K- 14.93% |
$71.6K - $76.2K
|
18.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-878- 2.16% |
$19.1K - $20.3K
|
39.9K
$0
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-610- 6.28% |
$13.2K - $14.1K
|
9.1K
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-210- 87.5% |
$4.56K - $4.85K
|
30
$0
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 26.11% |
$3.58K - $3.81K
|
467
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-14.5K- 12.5% |
$303K - $344K
|
101K
$0
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.5K- 99.98% |
$115K - $131K
|
1
$0
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.98K- 19.09% |
$62.4K - $70.8K
|
12.6K
$0
|