BEI
AMJ

Benjamin Edwards Inc’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-495
Closed -$9K – 766
2021
Q4 		$9K Buy
495
+10
+2% +$185 ﹤0.01% 604
2021
Q3 		$9K Buy
485
+8
+2% +$145 0.01% 457
2021
Q2 		$9K Buy
477
+8
+2% +$149 0.01% 367
2021
Q1 		$8K Buy
469
+8
+2% +$127 0.01% 344
2020
Q4 		$6K Buy
461
+10
+2% +$130 ﹤0.01% 350
2020
Q3 		$5K Sell
451
-380
-46% -$4.77K ﹤0.01% 340
2020
Q2 		$11K Buy
831
+10
+1% +$132 0.01% 294
2020
Q1 		$7K Sell
821
-38,594
-98% -$674K 0.01% 309
2019
Q4 		$860K Buy
39,415
+15,330
+64% +$330K 1.75% 10
2019
Q3 		$560K Buy
24,085
+2,242
+10% +$54.1K 1.21% 22
2019
Q2 		$548K Buy
21,843
+17,790
+439% +$448K 1.33% 18
2019
Q1 		$103K Buy
+4,053
New +$101K 0.49% 65

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Benjamin Edwards Inc's AMJ Position: Q1 2022 in Review

Benjamin Edwards Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2022, closing a stake of 495 shares — an estimated $9K sold.

Benjamin Edwards Inc first reported a position in AMJ in Q1 2019 and held it in 12 quarters. The position peaked at $860K in Q4 2019. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

  • Benjamin Edwards Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 495 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $9K.
  • Benjamin Edwards Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2019 and held it in 12 quarters.
  • Benjamin Edwards Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $860K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on Benjamin Edwards Inc's 13F filing for Q1 2022, filed 4 May 2022.