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 |
---|---|---|---|---|---|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
641
shares
|
$18,140
0.0% of portfolio
|
Q4 2023
Reduced 53.92%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
630
shares
|
$17,829
0.01% of portfolio
|
Q4 2023
Reduced 40.45%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
626
shares
|
$17,715
0.0% of portfolio
|
Q1 2023
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
610
shares
|
$17,263
0.0% of portfolio
|
Q1 2023
Added 11.48%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
467
shares
|
$13,216
0.0% of portfolio
|
Q2 2023
Reduced 26.11%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
453
shares
|
$12,819
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
444
shares
|
$12,565
0.0% of portfolio
|
Q2 2022
New holding
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
400
shares
|
$11,320
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 10, 2024 Q1 2024 |
376
shares
|
$10,640
0.0% of portfolio
|
Q1 2024
Added 1.35%
|
|
Walnut Private Equity Partners, LLC
|
Apr 08, 2024 Q1 2024 |
345
shares
|
$9,763
0.01% of portfolio
|
Q3 2017
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
296
shares
|
$8,376
0.01% of portfolio
|
Q1 2024
Added 1.37%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
272
shares
|
$7,697
0.01% of portfolio
|
Q1 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
215
shares
|
$6,084
0.0% of portfolio
|
Q1 2022
Reduced 55.3%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
176
shares
|
$4,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
175
shares
|
$4,952
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
130
shares
|
$3,679
0.0% of portfolio
|
Q3 2023
Reduced 34.01%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
95
shares
|
$2,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
85
shares
|
$2,405
0.0% of portfolio
|
Q3 2021
Reduced 70.18%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
82
shares
|
$2,320
0.0% of portfolio
|
Q1 2024
Reduced 57.51%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
52
shares
|
$1,471
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
33
shares
|
$933
0.0% of portfolio
|
Q3 2020
Reduced 38.89%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
30
shares
|
$849
0.0% of portfolio
|
Q2 2023
Reduced 87.5%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
2
shares
|
$56
0.0% of portfolio
|
Q1 2024
Reduced 98.97%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q1 2023
Reduced 99.98%
|