Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-779- 1.22% |
$16.4K - $17.9K
|
63.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-800- 4.73% |
$16.8K - $18.4K
|
16.1K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-955- 0.44% |
$20.1K - $22K
|
215K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-994- 4.08% |
$20.9K - $22.9K
|
23.4K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1K- 2.4% |
$21K - $23K
|
40.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 1.2% |
$24.2K - $26.5K
|
94.5K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.29K- 0.28% |
$27K - $29.6K
|
451K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.3K- 18.71% |
$27.4K - $30K
|
5.66K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.31K- 4.12% |
$27.6K - $30.2K
|
30.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 5.79% |
$31.6K - $34.6K
|
24.5K
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 1.97% |
$31.6K - $34.7K
|
74.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 6.22% |
$32.1K - $35.1K
|
23K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.67K- 0.47% |
$35.1K - $38.4K
|
350K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.85K- 10.99% |
$38.9K - $42.6K
|
15K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.03K- 11.5% |
$42.6K - $46.7K
|
15.6K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-2.18K- 0.97% |
$45.9K - $50.2K
|
221K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 10.72% |
$46.8K - $51.2K
|
18.5K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.25K- 12.91% |
$47.3K - $51.8K
|
15.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.69K- 44.75% |
$56.5K - $61.9K
|
3.32K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.71K- 2.6% |
$57K - $62.4K
|
102K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.95K- 3.87% |
$62K - $67.9K
|
73.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.84K- 0.68% |
$80.7K - $88.4K
|
557K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.29K- 4.88% |
$90.3K - $98.8K
|
83.6K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.8K- 1.71% |
$101K - $111K
|
277K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.9K- 22.21% |
$103K - $113K
|
17.2K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.96K- 26.79% |
$104K - $114K
|
13.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-8.09K- 12.19% |
$170K - $186K
|
58.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10K- 10.05% |
$211K - $231K
|
89.7K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-10.8K- 4.88% |
$227K - $249K
|
210K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13.4K- 2.47% |
$281K - $308K
|
529K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-15.1K- 22.09% |
$318K - $348K
|
53.3K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-15.4K- 19.65% |
$325K - $356K
|
63.1K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-21.6K- 33.7% |
$455K - $499K
|
42.6K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.3K- 7.05% |
$533K - $583K
|
334K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.3K- 33.1% |
$637K - $697K
|
61.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-33.2K- 61.68% |
$699K - $765K
|
20.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.4K- 5.02% |
$702K - $768K
|
631K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-47.7K- 16.65% |
$1M - $1.1M
|
239K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52K- 93.27% |
$1.09M - $1.2M
|
3.75K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-60K- 44.44% |
$1.26M - $1.38M
|
75K
$0
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98.1K- 1.34% |
$2.06M - $2.26M
|
7.22M
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-208K- 88.86% |
$4.37M - $4.79M
|
26K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-370K- 95.69% |
$7.78M - $8.52M
|
16.7K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-383K- 4.84% |
$8.05M - $8.81M
|
7.53M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.77M- 98.05% |
$142M - $156M
|
134K
$0
|