BCWM
AMJ

Bartlett & Co Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		– Sell
-15,300
Closed -$202K – 873
2020
Q2 		$202K Buy
15,300
+6,435
+73% +$84.8K 0.01% 308
2020
Q1 		$80.1K Hold
8,865
– – ﹤0.01% 389
2019
Q4 		$193K Hold
8,865
– – ﹤0.01% 335
2019
Q3 		$206K Buy
+8,865
New +$214K 0.01% 329

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bartlett & Co Wealth Management's AMJ Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 15,300 shares — an estimated $202K sold.

Bartlett & Co Wealth Management first reported a position in AMJ in Q3 2019 and held it in 4 quarters. The position peaked at $206K in Q3 2019. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

  • Bartlett & Co Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 15,300 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $202K.
  • Bartlett & Co Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2019 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $206K in Q3 2019.
  • 193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.