Who owns Jp Morgan Alerian Mlp Index?
- Ticker: AMJ
- CUSIP Number: 46625H365
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Analyze quarterly positions in Jp Morgan Alerian Mlp Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Jp Morgan Alerian Mlp Index stock
Who bought or sold Jp Morgan Alerian Mlp Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 80M | $2.0B | 2% | Dec 2023 |
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| Mariner Wealth Advisors | 586k | $15M | -1% | Dec 2023 |
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| Goldman Sachs Group | 490k | $12M | 0% | Dec 2023 |
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| Parkside Financial Bank & Trust | 432k | $11M | 2% | Dec 2023 |
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| Norden Group | 402k | $70M | 922% | Mar 2024 |
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| Fortem Financial Group | 369k | $9.4M | -2% | Dec 2023 |
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| Baird Financial | 315k | $8.0M | 1% | Dec 2023 |
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| Noesis Capital Management Corp. | 259k | $6.6M | -3% | Dec 2023 |
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| MAI Wealth Advisors | 211k | $5.3M | -3% | Dec 2023 |
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| Commerce Bank N A | 210k | $5.3M | -3% | Dec 2023 |
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| Creative Planning | 149k | $3.8M | -35% | Dec 2023 |
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| FF Advisors | 148k | $4.2M | 9% | Mar 2024 |
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| Virtu Financial | 142k | $3.6M | 100% | Dec 2023 |
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| Atria Wealth Solutions | 127k | $3.2M | 10% | Dec 2023 |
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| Pathstone Holdings | 117k | $3.0M | 100% | Dec 2023 |
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| Lake Street Financial | 109k | $3.1M | -1% | Mar 2024 |
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| Everett Harris & Co | 103k | $2.9M | 3% | Mar 2024 |
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| Rockland Trust | 98k | $2.8M | -34% | Mar 2024 |
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| AlphaQ Advisors | 97k | $2.5M | 10% | Dec 2023 |
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| Kestra Advisory Services | 95k | $2.4M | -5% | Dec 2023 |
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| General Re - New England Asset Management | 93k | $2.4M | 0% | Dec 2023 |
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| United Capital Financial Advisers | 92k | $2.3M | -2% | Dec 2023 |
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| Townsquare Capital | 87k | $2.2M | 8% | Dec 2023 |
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| Peak Asset Management | 84k | $2.1M | -39% | Dec 2023 |
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| HighTower Advisors | 82k | $2.1M | -2% | Dec 2023 |
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| Osborne Partners Capital Management | 82k | $2.3M | -81% | Mar 2024 |
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| Citadel Advisors | 80k | $2.0M | 623% | Dec 2023 |
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| Castle Rock Wealth Management | 78k | $2.0M | 0% | Dec 2023 |
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| Kepos Capital | 76k | $1.9M | -18% | Dec 2023 |
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| Arrow Investment Advisors | 73k | $1.9M | 0% | Dec 2023 |
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| My Personal CFO | 73k | $2.1M | -8% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 65k | $1.9M | -19% | Mar 2024 |
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| Bank of America Corporation | 62k | $16k | -94% | Dec 2023 |
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| Hancock Bank Trust Department | 61k | $1.6M | -1% | Dec 2023 |
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| Apollon Wealth Management | 59k | $1.5M | -3% | Dec 2023 |
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| Advisory Services Network | 58k | $1.5M | 6% | Dec 2023 |
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| Wells Fargo & Company | 57k | $1.4M | 17% | Dec 2023 |
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| Salem Investment Counselors | 54k | $1.5M | 56% | Mar 2024 |
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| CI Private Wealth | 52k | $1.3M | 7% | Dec 2023 |
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| Stone Point Wealth | 52k | $1.3M | -7% | Dec 2023 |
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| Advisor Group Holdings | 52k | $1.3M | -24% | Dec 2023 |
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| Truepoint | 43k | $1.1M | 2% | Dec 2023 |
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| Keudell/Morrison Wealth Management | 40k | $1.0M | 3% | Dec 2023 |
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| Rockefeller Capital Management | 40k | $1.0M | 0% | Dec 2023 |
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| William Blair $ Company | 38k | $950k | 0% | Dec 2023 |
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| Capital Advisory Group Advisory Services | 34k | $962k | -64% | Mar 2024 |
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| Mercer Global Advisors | 34k | $851k | 8% | Dec 2023 |
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| Hrt Financial | 33k | $841k | 100% | Dec 2023 |
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| Turtle Creek Wealth Advisors | 31k | $789k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 30k | $852k | 4% | Mar 2024 |
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| Arete Wealth Advisors | 29k | $741k | 10% | Dec 2023 |
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| Signature Securities Group Corporation | 28k | $806k | -2% | Mar 2024 |
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| Tranquility Partners | 27k | $677k | -5% | Dec 2023 |
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| Capital Investment Advisors | 26k | $746k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 25k | $644k | -1% | Dec 2023 |
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| Financial Gravity Wealth | 25k | $186k | 0% | Dec 2023 |
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| RMB Capital Management | 23k | $593k | 0% | Dec 2023 |
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| Evoke Wealth | 22k | $550k | 0% | Dec 2023 |
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| Fiduciary | 21k | $543k | 0% | Dec 2023 |
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| RFG Advisory | 21k | $602k | 0% | Mar 2024 |
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| Jane Street | 21k | $534k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 21k | $599k | -20% | Mar 2024 |
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| Stratos Wealth Advisors | 21k | $599k | 9% | Mar 2024 |
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| Wayne Hummer Investments | 20k | $512k | -23% | Dec 2023 |
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| Branch Banking & Trust Company | 19k | $486k | -18% | Dec 2023 |
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| Annandale Capital | 19k | $477k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 18k | $463k | -1% | Dec 2023 |
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| Raymond James & Associates | 18k | $498k | -2% | Mar 2024 |
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| Taylor Investment Counselors | 17k | $423k | 100% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 16k | $404k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 15k | $436k | -8% | Mar 2024 |
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| We Are One Seven | 15k | $387k | -7% | Dec 2023 |
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| Royal Bank of Canada | 15k | $382k | 1% | Dec 2023 |
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| Captrust Financial Advisors | 14k | $362k | -2% | Dec 2023 |
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| Steward Partners Investment Advisory | 13k | $325k | 7% | Dec 2023 |
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| SageView Advisory Group | 13k | $476.544800 | 100% | Dec 2023 |
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| Independent Advisor Alliance | 13k | $323k | 20% | Dec 2023 |
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| Diversified Trust Company | 13k | $361k | 1% | Mar 2024 |
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| Coastwise Capital Group | 12k | $311k | -12% | Dec 2023 |
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| IFP Advisors | 12k | $311k | -1% | Dec 2023 |
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| AlTi Global | 11k | $285k | 100% | Dec 2023 |
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| Centaurus Financial | 11k | $285k | -6% | Dec 2023 |
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| Cambridge Investment Research Advisors | 11k | $317k | 10% | Mar 2024 |
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| Orion Portfolio Solutions | 11k | $278k | 2% | Dec 2023 |
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| Covenant Asset Management | 11k | $307k | 0% | Mar 2024 |
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| Howard Wealth Management | 11k | $267k | -3% | Dec 2023 |
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| Farmers & Merchants Trust Co of Long Beach | 10k | $296k | 0% | Mar 2024 |
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| Lido Advisors | 10k | $258k | 0% | Dec 2023 |
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| Inscription Capital | 10k | $284k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 9.8k | $249k | 0% | Dec 2023 |
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| Haverford Trust Company | 9.1k | $231k | 0% | Dec 2023 |
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| Foundations Investment Advisors | 8.4k | $222k | -4% | Dec 2023 |
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| Sequoia Financial Advisors | 8.4k | $212k | 1% | Dec 2023 |
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| Private Capital Management | 8.3k | $210k | -7% | Dec 2023 |
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| Waters, Parkerson & Co | 8.3k | $209k | 0% | Dec 2023 |
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| Mutual Advisors | 8.1k | $206k | 100% | Dec 2023 |
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| Capital Asset Advisory Services | 7.9k | $227k | 0% | Mar 2024 |
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| Axxcess Wealth Management | 7.9k | $201k | -4% | Dec 2023 |
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| Wiley Bros.-aintree Capital | 7.0k | $201k | 100% | Mar 2024 |
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| CWM | 6.5k | $186k | 218% | Mar 2024 |
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| Arlington Trust | 5.6k | $160k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 4.6k | $117k | -27% | Dec 2023 |
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| Woodmont Investment Counsel | 3.6k | $104k | 100% | Mar 2024 |
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| Tyler-Stone Wealth Management | 3.4k | $86k | 0% | Dec 2023 |
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| Hartland & Co | 3.1k | $78k | 1% | Dec 2023 |
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| M&r Capital Management | 3.0k | $76k | 100% | Dec 2023 |
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| A. Montag and Associates | 2.9k | $73k | 54% | Dec 2023 |
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| MeadowBrook Investment Advisors | 2.6k | $67k | 100% | Dec 2023 |
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| Sound Income Strategies | 2.2k | $64k | -35% | Mar 2024 |
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| Carmichael Hill & Associates | 2.0k | $57k | -32% | Mar 2024 |
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| Pacific Center for Financial Services | 2.0k | $50k | 0% | Dec 2023 |
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| Private Trust Co Na | 2.0k | $56k | -10% | Mar 2024 |
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| Lee Financial | 1.9k | $47k | 0% | Dec 2023 |
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| Global Retirement Partners | 1.8k | $50k | -49% | Mar 2024 |
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| FTB Advisors | 1.6k | $47k | 0% | Mar 2024 |
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| Dividend Growth Advisors | 1.4k | $36k | -42% | Dec 2023 |
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| Pnc Financial Services | 1.4k | $35k | -76% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 1.1k | $27k | 2% | Dec 2023 |
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| Washington Trust Company | 1.0k | $30k | -9% | Mar 2024 |
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| Boyd Watterson Asset Management | 943.00 | $24k | 0% | Dec 2023 |
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| Johnson Financial Group | 935.00 | $24k | 0% | Dec 2023 |
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| Pinnacle Holdings | 929.00 | $24k | 13% | Dec 2023 |
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| Fortis Group Advisors | 906.00 | $23k | 100% | Dec 2023 |
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| Castleview Partners | 877.00 | $22k | 0% | Dec 2023 |
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| Valley National Advisers | 700.00 | $19k | 1% | Mar 2024 |
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| Parallel Advisors | 680.00 | $17k | 0% | Dec 2023 |
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| Tradition Wealth Management | 656.00 | $17k | 2% | Dec 2023 |
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| Whittier Trust | 641.00 | $16k | -54% | Dec 2023 |
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| Zrc Wealth Management | 630.00 | $18k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 626.00 | $16k | 0% | Dec 2023 |
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| ORG Partners | 578.00 | $0 | 214% | Dec 2023 |
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| Beacon Capital Management | 467.00 | $12k | 0% | Dec 2023 |
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| Key FInancial | 444.00 | $11k | 0% | Dec 2023 |
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| Scarborough Advisors | 371.00 | $9.4k | 100% | Dec 2023 |
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| Walnut Private Equity Partners | 345.00 | $9.8k | 0% | Mar 2024 |
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| Plante Moran Financial Advisors | 286.00 | $7.3k | 100% | Dec 2023 |
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| Pin Oak Investment Advisors | 272.00 | $7.0k | 0% | Dec 2023 |
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| Proequities | 215.00 | $5.5M | 0% | Dec 2023 |
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| Cutler | 200.00 | $0 | -95% | Mar 2024 |
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| Us Bancorp | 193.00 | $4.9k | 47% | Dec 2023 |
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| VitalStone Financial | 175.00 | $4.0k | 0% | Dec 2023 |
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| Wagner Wealth Management | 130.00 | $3.7k | 0% | Mar 2024 |
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| Cape Investment Advisory | 121.00 | $3.1k | 2% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 104.00 | $2.6k | 420% | Dec 2023 |
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| YHB Investment Advisors | 95.00 | $2.7k | 100% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 85.00 | $2.2k | 0% | Dec 2023 |
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| UBS Group | 64.00 | $1.6k | -73% | Dec 2023 |
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| Barclays | 52.00 | $1.0k | -50% | Dec 2023 |
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Who sold out of Jp Morgan Alerian Mlp Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 1.7M | $41M |
| University Of Chicago | Dec 2023 | 68k | $1.7M |
| Smallwood Wealth Investment Management | Dec 2023 | 61k | $1.5M |
| Credit Suisse | Sep 2023 | 42k | $1.0M |
| AXS Investments | Sep 2023 | 35k | $865k |
| Miller/Howard Investments | Dec 2023 | 27k | $691k |
| Permanens Capital | Sep 2023 | 19k | $457k |
| Lloyd Advisory Services | Sep 2023 | 12k | $1.8M |
| Graybill Bartz & Assoc | Dec 2023 | 12k | $293k |
| Sigma Planning | Sep 2023 | 11k | $261k |
| Almanack Investment Partners | Sep 2023 | 10k | $250k |
| Wealthcare Advisory Partners | Dec 2023 | 8.6k | $218k |
| Hara Capital | Dec 2023 | 8.0k | $203k |
| JNBA Financial Advisors | Dec 2023 | 540.00 | $14k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 534.00 | $14k |
| BKM Wealth Management | Dec 2023 | 470.00 | $12k |
| Atlantic Trust | Sep 2023 | 177.00 | $4.4k |
| Harbour Investments | Sep 2023 | 76.00 | $1.9k |