AA
AMJ

Advisory Alpha’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Advisory Alpha’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-143
Closed -$2K – 693
2020
Q3 		$2K Sell
143
-15,130
-99% -$190K ﹤0.01% 634
2020
Q2 		$201K Buy
15,273
+6,591
+76% +$86.8K 0.04% 111
2020
Q1 		$78.4K Buy
8,682
+2,354
+37% +$41.1K 0.02% 162
2019
Q4 		$142K Buy
6,328
+344
+6% +$7.4K 0.03% 168
2019
Q3 		$139K Buy
+5,984
New +$145K 0.04% 147
2019
Q2 		– Sell
-6,305
Closed -$161K – 686
2019
Q1 		$161K Buy
+6,305
New +$157K 0.06% 128
2018
Q4 		– Sell
-37,277
Closed -$1.08M – 192
2018
Q3 		$1.08M Buy
37,277
+1,560
+4% +$43.5K 0.27% 73
2018
Q2 		$1.09M Buy
35,717
+1,922
+6% +$50.3K 0.27% 78
2018
Q1 		$892K Sell
33,795
-26,620
-44% -$729K 0.31% 67
2017
Q4 		$1.73M Sell
60,415
-275,243
-82% -$7.47M 0.56% 53
2017
Q3 		$9.34M Buy
335,658
+23,707
+8% +$682K 2.61% 15
2017
Q2 		$9.25M Buy
311,951
+82,254
+36% +$2.53M 2.68% 15
2017
Q1 		$7.41M Buy
229,697
+62,093
+37% +$2.03M 2.56% 15
2016
Q4 		$5.61M Buy
167,604
+32,911
+24% +$1M 2.27% 18
2016
Q3 		$4.24M Buy
134,693
+31,976
+31% +$1.01M 1.78% 17
2016
Q2 		$3.27M Buy
102,717
+9,690
+10% +$289K 1.5% 18
2016
Q1 		$2.52M Buy
93,027
+1,859
+2% +$46.9K 1.34% 19
2015
Q4 		$2.64M Buy
91,168
+16,764
+23% +$515K 1.52% 18
2015
Q3 		$2.26M Buy
74,404
+3,052
+4% +$110K 1.55% 19
2015
Q2 		$2.83M Sell
71,352
-201
-0.3% -$8.73K 1.81% 17
2015
Q1 		$3.06M Sell
71,553
-65,994
-48% -$2.91M 1.99% 17
2014
Q4 		$6.32M Sell
137,547
-10,883
-7% -$532K 4.42% 9
2014
Q3 		$7.86M Buy
148,430
+6,288
+4% +$329K 5.21% 8
2014
Q2 		$7.45M Sell
142,142
-6,006
-4% -$296K 5.07% 8
2014
Q1 		$6.89M Buy
148,148
+11,252
+8% +$519K 4.8% 9
2013
Q4 		$6.34M Buy
+136,896
New +$6.18M 4.55% 11

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Advisory Alpha's AMJ Position: Q4 2020 in Review

Advisory Alpha sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 143 shares — an estimated $2K sold.

Advisory Alpha first reported a position in AMJ in Q4 2013 and held it in 26 quarters. The position peaked at $9.34M in Q3 2017. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Advisory Alpha reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 143 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $2K.
  • Advisory Alpha first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 26 quarters.
  • Advisory Alpha's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9.34M in Q3 2017.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.