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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
116KNew |
$2.51M - $2.67M
|
116K
$0
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$299K - $318K
|
13.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.9KNew |
$258K - $274K
|
11.9K
$0
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.85KNew |
$61.9K - $65.9K
|
2.85K
$0
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
863+ 9.55% |
$18.7K - $19.9K
|
9.9K
$0
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
645+ 11.51% |
$14K - $14.9K
|
6.25K
$0
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$13K - $13.9K
|
600
$0
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
83+ 518.75% |
$1.8K - $1.92K
|
99
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76New |
$1.65K - $1.75K
|
76
$0
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
63+ 0.51% |
$1.37K - $1.45K
|
12.3K
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
102K+ 261.54% |
$2.14M - $2.43M
|
141K
$0
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
88.8KNew |
$1.86M - $2.11M
|
88.8K
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.1KNew |
$337K - $382K
|
16.1K
$0
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.1KNew |
$191K - $216K
|
9.1K
$0
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
8.85KNew |
$185K - $210K
|
8.85K
$0
|
|
May 02, 2023
Q1 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
PUT |
2KNew |
$41.9K - $47.5K
|
2K
$0
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.8KNew |
$37.8K - $42.9K
|
1.8K
$0
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.64KNew |
$34.4K - $39K
|
1.64K
$0
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
626New |
$13.1K - $14.9K
|
626
$0
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
600+ 2.88% |
$12.6K - $14.3K
|
21.4K
$0
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
272New |
$5.7K - $6.47K
|
272
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
70+ 11.48% |
$1.47K - $1.66K
|
680
$0
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.0% |
$41.9 - $47.5
|
54.3K
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
46.6K+ 25.95% |
$981K - $1.07M
|
226K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
46.1KNew |
$970K - $1.06M
|
46.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
25.8KNew |
$542K - $593K
|
25.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$542K - $593K
|
25.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.71KNew |
$141K - $155K
|
6.71K
$0
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.37KNew |
$134K - $147K
|
6.37K
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.19KNew |
$130K - $143K
|
6.19K
$0
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.5K+ 405.41% |
$31.6K - $34.6K
|
1.87K
$0
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
943New |
$19.8K - $21.7K
|
943
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
824New |
$17.3K - $19K
|
824
$0
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
400New |
$8.42K - $9.22K
|
400
$0
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$4.21K - $4.61K
|
200
$0
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
37New |
$778 - $852
|
37
$0
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
7.05K+ 22.49% |
N/A
|
38.4K
$0
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$0
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$0
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$0
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303New |
N/A
|
303
$0
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
80+ 0.52% |
N/A
|
15.3K
$0
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
208KNew |
N/A
|
208K
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
70KNew |
N/A
|
70K
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
65.7K+ 545.74% |
N/A
|
77.7K
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
46.8KNew |
N/A
|
46.8K
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$0
|