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 |
|---|---|---|---|---|---|---|---|
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-66Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-596KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-180KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.37KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Simmons Bank
|
SELL
|
- |
-7.95KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.91KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.59KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-5.06KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Country Trust Bank
|
SELL
|
- |
-4.07KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.2K- 55.0% |
N/A
|
1.8K
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-647Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-571- 22.43% |
N/A
|
1.98K
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-184Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
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
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-899KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-700KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-678KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
CALL |
-622KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-555KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-168KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-52.1KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-44.3KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-18.3KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Pds Planning, Inc
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.67KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.95KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-876Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-385- 65.81% |
N/A
|
200
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-370Closed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-335Closed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
First Personal Financial Services
|
SELL
|
- |
-304Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 17, 2019
Q4 2018
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-322KClosed |
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 14, 2019
Q4 2018
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-184KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-165KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-104KClosed |
N/A
|
0
$0
|
|