AR
AMJ

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

Advisory Research’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
2019
Q1 		– Sell
-898,955
Closed -$20.1M – 385
2018
Q4 		$20.1M Buy
+898,955
New +$22.7M 0.43% 64
2018
Q1 		– Sell
-811,375
Closed -$22.3M – 428
2017
Q4 		$22.3M Buy
811,375
+798,395
+6,151% +$21.7M 0.37% 79
2017
Q3 		$366K Buy
+12,980
New +$373K 0.01% 386
2017
Q1 		– Sell
-368,980
Closed -$11.7M – 423
2016
Q4 		$11.7M Buy
368,980
+331,025
+872% +$10.1M 0.17% 99
2016
Q3 		$1.2M Buy
+37,955
New +$1.19M 0.02% 170
2016
Q1 		– Sell
-1,113,870
Closed -$32.3M – 280
2015
Q4 		$32.3M Buy
+1,113,870
New +$34.2M 0.49% 67
2015
Q1 		– Sell
-19,305
Closed -$887K – 354
2014
Q4 		$887K Buy
+19,305
New +$944K 0.01% 264
2014
Q1 		– Sell
-6,870
Closed -$318K – 797
2013
Q4 		$318K Buy
+6,870
New +$310K ﹤0.01% 290

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return