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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.89KClosed |
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
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-48KClosed |
N/A
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-33.9KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-31.4KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22.8KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-21.2KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Brr Op Co, LLC
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$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 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-675Closed |
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 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-21- 38.89% |
N/A
|
33
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-221KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-186KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-89.2KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-80.6KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-38.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-33.6KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-30.4KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-27KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-24.1KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-24KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-22.6KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Novare Capital Management LLC
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-18.2KClosed |
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
|
|
|
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
|
|
|
Jul 17, 2020
Q2 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7.2KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.88KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|