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 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
677+ 1.81% |
$17.2K - $19.3K
|
38.2K
$0
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
408+ 0.66% |
$10.3K - $11.6K
|
61.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
225+ 2.14% |
$5.7K - $6.41K
|
10.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
210+ 0.9% |
$5.32K - $5.98K
|
23.6K
$0
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
185New |
$4.69K - $5.27K
|
185
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
100+ 0.8% |
$2.54K - $2.85K
|
12.7K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
95New |
$2.41K - $2.71K
|
95
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
64+ 0.4% |
$1.62K - $1.82K
|
15.9K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.29% |
$1.57K - $1.77K
|
21.1K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42+ 0.23% |
$1.06K - $1.2K
|
18.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.91% |
$710 - $798
|
3.11K
$0
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18+ 0.17% |
$456 - $513
|
10.9K
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16+ 1.5% |
$406 - $456
|
1.08K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 1.45% |
$254 - $285
|
700
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.05% |
$127 - $142
|
10.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5+ 1.35% |
$127 - $142
|
376
$0
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.37% |
$101 - $114
|
296
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-35- 0.34% |
$887 - $997
|
10.4K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 0.64% |
$1.37K - $1.54K
|
8.32K
$0
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 10.29% |
$1.77K - $1.99K
|
610
$0
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-82- 0.99% |
$2.08K - $2.34K
|
8.21K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-88- 0.34% |
$2.23K - $2.51K
|
26.2K
$0
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 1.13% |
$2.54K - $2.85K
|
8.77K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-102- 8.97% |
$2.59K - $2.91K
|
1.04K
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-111- 57.51% |
$2.81K - $3.16K
|
82
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127- 14.45% |
$3.22K - $3.62K
|
752
$0
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-129- 1.01% |
$3.27K - $3.68K
|
12.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-193- 98.97% |
$4.89K - $5.5K
|
2
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-208- 9.55% |
$5.27K - $5.93K
|
1.97K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-236- 3.54% |
$5.98K - $6.72K
|
6.42K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-349- 2.85% |
$8.85K - $9.94K
|
11.9K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-373- 2.09% |
$9.46K - $10.6K
|
17.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 50.0% |
$10.1K - $11.4K
|
400
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-453- 50.0% |
$11.5K - $12.9K
|
453
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-478- 3.18% |
$12.1K - $13.6K
|
14.6K
$0
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-590- 1.49% |
$15K - $16.8K
|
39.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-712- 0.23% |
$18K - $20.3K
|
314K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-716- 2.47% |
$18.2K - $20.4K
|
28.3K
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-720- 0.62% |
$18.3K - $20.5K
|
116K
$0
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-884- 6.19% |
$22.4K - $25.2K
|
13.4K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-947- 32.33% |
$24K - $27K
|
1.98K
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 2.06% |
$27.2K - $30.6K
|
51.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.16K- 34.3% |
$29.4K - $33K
|
2.22K
$0
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.94% |
$30.4K - $34.2K
|
19K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.2K- 1.09% |
$30.4K - $34.2K
|
109K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.21K- 35.12% |
$30.7K - $34.6K
|
2.24K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.33K- 7.98% |
$33.6K - $37.7K
|
15.3K
$0
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.5K- 50.0% |
$38K - $42.7K
|
1.5K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.7K- 48.99% |
$43.1K - $48.4K
|
1.77K
$0
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 69.78% |
$50.7K - $57K
|
866
$0
|