Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.68K- 68.52% |
N/A
|
1.69K
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.73K- 79.63% |
N/A
|
954
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.14K- 27.29% |
N/A
|
11K
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.15KClosed |
N/A
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.28K- 5.56% |
N/A
|
72.8K
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.69K- 24.04% |
N/A
|
14.8K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.93K- 19.15% |
N/A
|
20.8K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.51KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.06K- 27.41% |
N/A
|
16K
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-6.15KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-6.87K- 2.78% |
N/A
|
240K
$0
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7K- 17.89% |
N/A
|
32.1K
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7.09K- 37.07% |
N/A
|
12K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-8K- 42.11% |
N/A
|
11K
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.72K- 2.26% |
N/A
|
377K
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.74K- 16.33% |
N/A
|
44.8K
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-8.83K- 92.65% |
N/A
|
701
$0
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-9.02K- 7.23% |
N/A
|
116K
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 21.12% |
N/A
|
44K
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 38.55% |
N/A
|
19K
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-12.5K- 5.16% |
N/A
|
230K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 14.69% |
N/A
|
74.9K
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.5K- 52.43% |
N/A
|
12.2K
$0
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-15.3K- 5.05% |
N/A
|
288K
$0
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 17.71% |
N/A
|
83.3K
$0
|
|
|
May 11, 2022
Q1 2022
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
N/A
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-23.4K- 16.66% |
N/A
|
117K
$0
|
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-29.7KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-30K- 15.79% |
N/A
|
160K
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-32.6KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.9K- 4.91% |
N/A
|
695K
$0
|
|
|
May 13, 2022
Q1 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-40.4K- 71.99% |
N/A
|
15.7K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-45.3KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-49.2KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-53.5K- 16.36% |
N/A
|
274K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.9K- 70.67% |
N/A
|
22.8K
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.4K- 31.37% |
N/A
|
139K
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-82.4K- 30.94% |
N/A
|
184K
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-83.9K- 17.05% |
N/A
|
408K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-86.6K- 86.22% |
N/A
|
13.8K
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-98.3K- 63.29% |
N/A
|
57K
$0
|
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-108KClosed |
N/A
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-125KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-129K- 64.28% |
N/A
|
71.8K
$0
|