Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)

AMJ Quotes by TradingView

This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO ALERIAN ML.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
7.32M
New
$153M - $174M
7.32M $0
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
7.18M
+ 5344.09%
$151M - $171M
7.32M $0
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.18M
+ 6.23%
$87.6M - $99.4M
71.3M $0
May 01, 2023 Q1 2023
Virtu Financial LLC

New York, NY
BUY
 -
312K
New
$6.54M - $7.42M
312K $0
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
199K
+ 1194.82%
$4.18M - $4.74M
216K $0
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
159K
+ 4246.36%
$3.34M - $3.78M
163K $0
May 12, 2023 Q1 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
102K
+ 261.54%
$2.14M - $2.43M
141K $0
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
88.8K
New
$1.86M - $2.11M
88.8K $0
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
52.7K
+ 173.49%
$1.1M - $1.25M
83K $0
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
45.1K
New
$945K - $1.07M
45.1K $0
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
40.5K
+ 16.98%
$849K - $963K
279K $0
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
34.5K
+ 11.99%
$724K - $821K
323K $0
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
23.1K
+ 28.07%
$483K - $548K
105K $0
May 10, 2023 Q1 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
23K
+ 21.33%
$482K - $547K
131K $0
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
21.1K
New
$443K - $502K
21.1K $0
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
17.2K
+ 4.94%
$360K - $408K
365K $0
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
16.7K
+ 2.67%
$349K - $396K
640K $0
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
16.1K
New
$337K - $382K
16.1K $0
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
12.3K
New
$257K - $291K
12.3K $0
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
12K
+ 23.44%
$252K - $285K
63.2K $0
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
10.1K
New
$212K - $240K
10.1K $0
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
9.52K
+ 15.56%
$199K - $226K
70.7K $0
Apr 24, 2023 Q1 2023
Everett Harris & CO

BUY
 -
9.3K
+ 10.77%
$195K - $221K
95.6K $0
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
9.12K
New
$191K - $217K
9.12K $0
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
9.1K
New
$191K - $216K
9.1K $0
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
9.04K
New
$189K - $215K
9.04K $0
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
8.85K
New
$185K - $210K
8.85K $0
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.44K
+ 56.18%
$114K - $129K
15.1K $0
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
4.89K
+ 26.63%
$102K - $116K
23.3K $0
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.3K
+ 31.74%
$90.1K - $102K
17.9K $0
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.98K
+ 57.56%
$83.3K - $94.5K
10.9K $0
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
3.78K
+ 4.21%
$79.2K - $89.8K
93.5K $0
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3.56K
+ 79.71%
$74.6K - $84.6K
8.02K $0
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
3.5K
+ 3.14%
$73.4K - $83.2K
115K $0
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
3.12K
+ 7.04%
$65.3K - $74.1K
47.4K $0
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
3.03K
+ 7.1%
$63.6K - $72.1K
45.7K $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
2.14K
+ 5.83%
$44.9K - $50.9K
38.9K $0
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.8K
New
$37.8K - $42.9K
1.8K $0
May 12, 2023 Q1 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.64K
New
$34.4K - $39K
1.64K $0
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.5K
+ 19.94%
$31.4K - $35.7K
9.02K $0
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.39K
+ 1.6%
$29.2K - $33.1K
88.7K $0
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.3K
+ 129700.0%
$27.2K - $30.8K
1.3K $0
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.3K
New
$27.1K - $30.8K
1.3K $0
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.2K
+ 3.94%
$25.2K - $28.6K
31.7K $0
Apr 24, 2023 Q1 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
1.09K
+ 11.72%
$22.9K - $26K
10.4K $0
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.06K
New
$22.2K - $25.1K
1.06K $0
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
830
+ 4.48%
$17.4K - $19.7K
19.3K $0
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
718
+ 0.71%
$15K - $17.1K
102K $0
May 08, 2023 Q1 2023
Truepoint, Inc.

BUY
 -
707
+ 1.76%
$14.8K - $16.8K
40.9K $0

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