BWM
AMJ

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

Baystate 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
2022
Q4 		– Sell
-811
Closed -$16K – 998
2022
Q3 		$16K Hold
811
– – ﹤0.01% 467
2022
Q2 		$15K Hold
811
– – ﹤0.01% 503
2022
Q1 		$17K Hold
811
– – ﹤0.01% 497
2021
Q4 		$14K Hold
811
– – ﹤0.01% 520
2021
Q3 		$15K Hold
811
– – ﹤0.01% 480
2021
Q2 		$16K Hold
811
– – ﹤0.01% 459
2021
Q1 		$13K Hold
811
– – ﹤0.01% 441
2020
Q4 		$11K Hold
811
– – ﹤0.01% 423
2020
Q3 		$9K Buy
811
+24
+3% +$302 ﹤0.01% 413
2020
Q2 		$10K Hold
787
– – ﹤0.01% 398
2020
Q1 		$7K Sell
787
-577,751
-100% -$10.1M ﹤0.01% 408
2019
Q4 		$12.6M Buy
578,538
+514,258
+800% +$11.1M 1.54% 13
2019
Q3 		$1.5M Sell
64,280
-113,408
-64% -$2.74M 0.2% 28
2019
Q2 		$4.43M Buy
177,688
+118,657
+201% +$2.99M 0.58% 15
2019
Q1 		$1.5M Sell
59,031
-25,183
-30% -$629K 0.2% 31
2018
Q4 		$2.11M Buy
84,214
+72,571
+623% +$1.84M 0.31% 19
2018
Q3 		$322K Buy
11,643
+384
+3% +$10.7K 0.06% 68
2018
Q2 		$295K Buy
11,259
+955
+9% +$25K 0.04% 70
2018
Q1 		$270K Sell
10,304
-25,177
-71% -$690K 0.04% 69
2017
Q4 		$1.08M Buy
35,481
+14,957
+73% +$406K 0.16% 25
2017
Q3 		$584K Buy
20,524
+10,852
+112% +$312K 0.1% 40
2017
Q2 		$292K Hold
9,672
– – 0.05% 59
2017
Q1 		$311K Buy
9,672
+202
+2% +$6.6K 0.06% 56
2016
Q4 		$303K Buy
+9,470
New +$289K 0.06% 46
2013
Q3 		– Sell
-181
Closed -$8K – 238
2013
Q2 		$8K Buy
+181
New +$8.38K ﹤0.01% 203

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Baystate Wealth Management's AMJ Position: Q4 2022 in Review

Baystate Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 811 shares — an estimated $16K sold.

Baystate Wealth Management first reported a position in AMJ in Q2 2013 and held it in 25 quarters. The position peaked at $12.6M in Q4 2019. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

  • Baystate Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 811 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $16K.
  • Baystate Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 25 quarters.
  • Baystate Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $12.6M in Q4 2019.
  • 182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.