Latest Institutional Purchases of Jpmorgan Chase & CO Alerian Ml (AMJ)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO Alerian Ml (AMJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
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 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 15.38% |
$10.1K - $11.4K
|
3K
$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
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87.3KNew |
$2.07M - $2.27M
|
87.3K
$0
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
BUY
|
- |
67.8KNew |
$1.61M - $1.76M
|
67.8K
$0
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.2KNew |
$788K - $863K
|
33.2K
$0
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
27.2KNew |
$647K - $708K
|
27.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$500K - $547K
|
21.1K
$0
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.9KNew |
$378K - $414K
|
15.9K
$0
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$303K - $332K
|
12.8K
$0
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$267K - $292K
|
11.2K
$0
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.99KNew |
$190K - $208K
|
7.99K
$0
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.93KNew |
$188K - $206K
|
7.93K
$0
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.89KNew |
$187K - $205K
|
7.89K
$0
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$133K - $146K
|
5.61K
$0
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.64KNew |
$62.7K - $68.6K
|
2.64K
$0
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.66K+ 2.81% |
$39.3K - $43K
|
60.5K
$0
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
734+ 1.73% |
$17.4K - $19.1K
|
43.1K
$0
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
534New |
$12.7K - $13.9K
|
534
$0
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
470New |
$11.2K - $12.2K
|
470
$0
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
394+ 214.13% |
$9.36K - $10.2K
|
578
$0
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286New |
$6.79K - $7.43K
|
286
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
176New |
$4.18K - $4.57K
|
176
$0
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
110+ 13.43% |
$2.61K - $2.86K
|
929
$0
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 1.71% |
$261 - $286
|
656
$0
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.68% |
$47.5 - $52
|
121
$0
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.7KNew |
$1.27M - $1.39M
|
55.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 45.11% |
$281K - $305K
|
39.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.1KNew |
$276K - $300K
|
12.1K
$0
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.1KNew |
$232K - $252K
|
10.1K
$0
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
8.25KNew |
$189K - $205K
|
8.25K
$0
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.15KNew |
$186K - $203K
|
8.15K
$0
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
935New |
$21.4K - $23.3K
|
935
$0
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
175New |
$4K - $4.35K
|
175
$0
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
25+ 0.03% |
$572 - $622
|
72.5K
$0
|