Latest Institutional Transactions on Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO Alerian Ml (AMJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Covington Capital Management
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-75KClosed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.63KClosed |
N/A
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.52KClosed |
N/A
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-42.6KClosed |
N/A
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-22.3KClosed |
N/A
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-642KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Leisure Capital Management
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-37.2KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-237KClosed |
N/A
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-70.7KClosed |
N/A
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-237KClosed |
N/A
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Windham Capital Management, LLC
|
SELL
|
- |
-42.9KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-241KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Jsf Financial, LLC
|
SELL
|
- |
-34.1KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.41KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.82KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Murphy Capital Management Inc
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Clear Street Markets LLC
|
BUY
|
PUT |
168+ 127.27% |
N/A
|
300
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-96.9KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-710Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-239Closed |
N/A
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-409KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-183KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 11, 2024
Q4 2019
|
Nepc LLC
Boston, MA |
BUY
|
- |
17KNew |
N/A
|
17K
$0
|
|
|
Nov 18, 2022
Q4 2019
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-576KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.2K+ 52.89% |
N/A
|
41K
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.6KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.8KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-145KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-75.8KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-82.7KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
115K+ 750.98% |
N/A
|
130K
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Barclays PLC
London, X0 |
BUY
|
PUT |
125KNew |
N/A
|
125K
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.29KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-188Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|