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 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
CALL |
-622KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-899KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Soroban Capital Partners LP
New York, NY |
SELL
|
CALL |
-3.27MClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-555KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-700KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-18.3KClosed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-678KClosed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.67KClosed |
N/A
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-876Closed |
N/A
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-168KClosed |
N/A
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-44.3KClosed |
N/A
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-385- 65.81% |
N/A
|
200
$0
|
|
Apr 25, 2019
Q1 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.95KClosed |
N/A
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-370Closed |
N/A
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
First Personal Financial Services
|
SELL
|
- |
-304Closed |
N/A
|
0
$0
|
|
Apr 19, 2019
Q1 2019
|
Pds Planning, Inc
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
Apr 15, 2019
Q1 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-335Closed |
N/A
|
0
$0
|
|
Apr 08, 2019
Q1 2019
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-52.1KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Mar 04, 2019
Q4 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-12.3KClosed |
N/A
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-164Closed |
N/A
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-104KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.45KNew |
N/A
|
5.45K
$0
|
|
Feb 14, 2019
Q4 2018
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-184KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 41.82% |
N/A
|
2.05K
$0
|
|
Feb 13, 2019
Q4 2018
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-281KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-262K- 98.71% |
N/A
|
3.44K
$0
|
|
Feb 13, 2019
Q4 2018
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-32.9KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-7.3KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Fiduciary Counselling Inc
|
SELL
|
- |
-9.53KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Planning Alternatives LTD
|
SELL
|
- |
-17.6KClosed |
N/A
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-34.7KClosed |
N/A
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-165KClosed |
N/A
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.24K+ 29.93% |
N/A
|
9.73K
$0
|
|
Feb 04, 2019
Q4 2018
|
Round Table Services, LLC
|
SELL
|
- |
-9.94KClosed |
N/A
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Peak Financial Management, Inc.
|
SELL
|
- |
-80.3KClosed |
N/A
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-855Closed |
N/A
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.94KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-488Closed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-322KClosed |
N/A
|
0
$0
|