Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 18.59% |
$32K - $36.3K
|
6.69K
$0
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-798- 1.92% |
$16.7K - $19K
|
40.7K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-636- 3.7% |
$13.3K - $15.1K
|
16.5K
$0
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-248- 58.35% |
$5.2K - $5.89K
|
177
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-138- 2.44% |
$2.89K - $3.28K
|
5.52K
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-220- 76.92% |
$4.63K - $5.07K
|
66
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-146- 24.33% |
$3.07K - $3.36K
|
454
$0
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-21.5K- 99.54% |
N/A
|
100
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-450- 36.0% |
N/A
|
800
$0
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-274KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-130K- 87.24% |
N/A
|
19.1K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-117KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14.8KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-877Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-730- 6.62% |
N/A
|
10.3K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-628Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-501Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-491- 70.04% |
N/A
|
210
$0
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-24- 8.76% |
N/A
|
250
$0
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-49.2KClosed |
N/A
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-45.3KClosed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-32.6KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-29.7KClosed |
N/A
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-6.15KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.51KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.15KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.68K- 68.52% |
N/A
|
1.69K
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-495Closed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-270- 72.78% |
N/A
|
101
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-266- 55.3% |
N/A
|
215
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-170Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27.2K- 98.91% |
N/A
|
299
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|