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 13, 2019
Q4 2018
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-32.9KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Planning Alternatives LTD
|
SELL
|
- |
-17.6KClosed |
N/A
|
0
$0
|
|
|
Mar 04, 2019
Q4 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-12.3KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Round Table Services, LLC
|
SELL
|
- |
-9.94KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Fiduciary Counselling Inc
|
SELL
|
- |
-9.53KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-7.3KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.94KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 41.82% |
N/A
|
2.05K
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-855Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-488Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-164Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 26, 2018
Q3 2018
|
Conning Inc.
|
SELL
|
- |
-545KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-465KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-308KClosed |
N/A
|
0
$0
|
|
|
Dec 06, 2018
Q3 2018
|
Burleson & Company, LLC
|
SELL
|
- |
-34.3KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19.3KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Seelaus Asset Management LLC
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Feb 25, 2020
Q3 2018
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
|
Jun 04, 2020
Q3 2018
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.61KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.5K- 7.14% |
N/A
|
32.5K
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-965Closed |
N/A
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-296Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Macroview Investment Management LLC
|
SELL
|
- |
-230Closed |
N/A
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Allworth Financial LP
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 02, 2018
Q2 2018
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-231KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2018
Q2 2018
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-37.6KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2018
Q2 2018
|
Center Star Asset Management, LLC
|
SELL
|
- |
-35.2KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Lvw Advisors, LLC
|
SELL
|
- |
-28.1KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Wrapmanager Inc
|
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
|
Aug 20, 2018
Q2 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-922Closed |
N/A
|
0
$0
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-213Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2023
Q2 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-145- 9.76% |
N/A
|
1.34K
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-106Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Creative Financial Designs Inc
|
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.5MClosed |
N/A
|
0
$0
|
|