Purchases and Sales Made in Q2 2021 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5K- 11.5% |
N/A
|
38.4K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.2K- 1.91% |
N/A
|
267K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.56K- 28.38% |
N/A
|
14K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 11.36% |
N/A
|
47.4K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.14K- 5.73% |
N/A
|
101K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.15K- 10.58% |
N/A
|
60.5K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.23K- 99.99% |
N/A
|
1
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.43K- 0.96% |
N/A
|
868K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-9.4K- 1.8% |
N/A
|
514K
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
Sep 17, 2021
Q2 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.4K- 27.35% |
N/A
|
27.7K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10.9K- 3.32% |
N/A
|
317K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-14K- 43.55% |
N/A
|
18.1K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 7.66% |
N/A
|
170K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.1K- 4.2% |
N/A
|
412K
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.1KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.9KClosed |
N/A
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-21.5KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-28.8K- 0.57% |
N/A
|
4.99M
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-31KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-40.3K- 8.04% |
N/A
|
460K
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-45.7K- 77.85% |
N/A
|
13K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-52.3K- 21.31% |
N/A
|
193K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-52.9K- 35.57% |
N/A
|
95.9K
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Rockland Trust CO
|
SELL
|
- |
-56.1K- 16.04% |
N/A
|
294K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-62.6KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.3K- 52.44% |
N/A
|
58.3K
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-73.4K- 33.79% |
N/A
|
144K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-87.2K- 88.38% |
N/A
|
11.5K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 72.27% |
N/A
|
35.3K
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-96K- 65.98% |
N/A
|
49.5K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-122KClosed |
N/A
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Arlington Partners LLC
|
SELL
|
- |
-392K- 38.92% |
N/A
|
616K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
SELL
|
- |
-778K- 39.58% |
N/A
|
1.19M
$0
|