Institutional Ownership Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Everett Harris & CO
|
Apr 19, 2024 Q1 2024 |
103,405
shares
|
$2.93 Million
0.04% of portfolio
|
Q1 2024
Added 2.57%
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 02, 2024 Q1 2024 |
102,212
shares
|
$2.89 Million
1.75% of portfolio
|
Q1 2024
Added 4.98%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
101,700
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2024
Added 14.79%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
101,150
shares
|
$2.86 Million
0.04% of portfolio
|
Q1 2024
Added 16.96%
|
|
Rockland Trust CO
|
Apr 11, 2024 Q1 2024 |
98,308
shares
|
$2.78 Million
0.15% of portfolio
|
Q1 2024
Reduced 33.69%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
97,222
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2024
Added 2.44%
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2024 Q1 2024 |
92,750
shares
|
$2.62 Million
0.43% of portfolio
|
Q4 2017
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
92,000
shares
|
$2.6 Million
0.02% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
90,230
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2024
Added 45.13%
|
|
Osborne Partners Capital Management, LLC
|
Apr 25, 2024 Q1 2024 |
81,515
shares
|
$2.31 Million
0.14% of portfolio
|
Q1 2024
Reduced 80.92%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
79,919
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2024
Added 5.61%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
77,702
shares
|
$2.2 Million
0.43% of portfolio
|
Q2 2022
Added 545.74%
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
76,253
shares
|
$2.16 Million
0.59% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
73,580
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.82%
|
|
My Personal Cfo, LLC
|
Apr 24, 2024 Q1 2024 |
72,591
shares
|
$2.05 Million
1.27% of portfolio
|
Q1 2024
Reduced 8.43%
|
|
Kepos Capital LP
New York, NY |
May 10, 2024 Q1 2024 |
66,282
shares
|
$1.88 Million
0.49% of portfolio
|
Q1 2024
Reduced 12.65%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
65,928
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 66.87%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
65,372
shares
|
$1.85 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
65,101
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2024
Reduced 18.68%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
62,095
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 41.68%
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
May 15, 2024 Q1 2024 |
62,078
shares
|
$1.76 Million
2.49% of portfolio
|
Q1 2024
Reduced 15.17%
|
|
Hancock Whitney Corp
|
May 16, 2024 Q1 2024 |
61,857
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2024
Added 0.66%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
60,459
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2024
Added 4.4%
|
|
Peak Asset Management, LLC
Louisville, CO |
May 10, 2024 Q1 2024 |
60,227
shares
|
$1.7 Million
0.35% of portfolio
|
Q1 2024
Reduced 27.84%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
55,712
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2023
New holding
|