Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q1 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.5M+ 5.63% |
$114M - $128M
|
84.3M
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836KNew |
$21.2M - $23.8M
|
836K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
363K+ 921.76% |
$9.19M - $10.3M
|
402K
$0
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
249KNew |
$6.32M - $7.11M
|
249K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.2K+ 90.36% |
$2.44M - $2.74M
|
203K
$0
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
88.9K+ 62.64% |
$2.25M - $2.53M
|
231K
$0
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
85.1K+ 11.0% |
$2.16M - $2.42M
|
859K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
78K+ 250.65% |
$1.98M - $2.22M
|
109K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
65.4KNew |
$1.66M - $1.86M
|
65.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.6K+ 12.26% |
$1.59M - $1.78M
|
573K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.8KNew |
$1.36M - $1.53M
|
53.8K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 4.79% |
$1.03M - $1.15M
|
886K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.3KNew |
$719K - $808K
|
28.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 45.13% |
$711K - $799K
|
90.2K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19.4K+ 55.84% |
$491K - $552K
|
54.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 3.15% |
$468K - $526K
|
604K
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
17.2K+ 103.04% |
$436K - $490K
|
33.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.7K+ 16.96% |
$372K - $418K
|
101K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6KNew |
$369K - $415K
|
14.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 10.33% |
$332K - $373K
|
140K
$0
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1K+ 14.79% |
$332K - $373K
|
102K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.9K+ 8.74% |
$302K - $340K
|
148K
$0
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2K+ 7.48% |
$283K - $318K
|
161K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6KNew |
$268K - $301K
|
10.6K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10KNew |
$254K - $285K
|
10K
$0
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$228K - $256K
|
9K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$228K - $256K
|
9K
$0
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.29KNew |
$210K - $236K
|
8.29K
$0
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.78KNew |
$197K - $222K
|
7.78K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.34K+ 40.61% |
$186K - $209K
|
25.4K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.04KNew |
$178K - $201K
|
7.04K
$0
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.24K+ 1.44% |
$158K - $178K
|
438K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.56K+ 8682.81% |
$141K - $158K
|
5.62K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.1K+ 35.07% |
$129K - $145K
|
19.6K
$0
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.85K+ 4.98% |
$123K - $138K
|
102K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.48K+ 218.47% |
$114K - $128K
|
6.54K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 33.4% |
$108K - $122K
|
17.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.25K+ 5.61% |
$108K - $121K
|
79.9K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.64KNew |
$92.3K - $104K
|
3.64K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
2.59K+ 2.57% |
$65.6K - $73.8K
|
103K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.55K+ 4.4% |
$64.6K - $72.6K
|
60.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.32K+ 2.44% |
$58.8K - $66.1K
|
97.2K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 9.16% |
$44.7K - $50.2K
|
21K
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07K+ 76.98% |
$27.1K - $30.5K
|
2.46K
$0
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.03KNew |
$26.2K - $29.5K
|
1.03K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.03K+ 3.58% |
$26.2K - $29.5K
|
29.9K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 10.14% |
$26K - $29.2K
|
11.1K
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
914+ 11.24% |
$23.2K - $26K
|
9.05K
$0
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
823+ 7.32% |
$20.9K - $23.4K
|
12.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
766+ 5.03% |
$19.4K - $21.8K
|
16K
$0
|