Benjamin F. Edwards & Company’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Benjamin F. Edwards & Company’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	-585	Closed	-$12K	–	1925
2022 Q3	$12K	Hold	585	–	–	﹤0.01%	1365
2022 Q2	$11K	Buy	+585	New	+$12.3K	﹤0.01%	1371
2019 Q3	–	Sell	-268	Closed	-$7K	–	1995
2019 Q2	$7K	Buy	+268	New	+$6.75K	﹤0.01%	1540
2015 Q3	–	Sell	-140	Closed	-$6K	–	1205
2015 Q2	$6K	Hold	140	–	–	﹤0.01%	1019
2015 Q1	$6K	Hold	140	–	–	﹤0.01%	982
2014 Q4	$6K	Hold	140	–	–	﹤0.01%	881
2014 Q3	$7K	Sell	140 -127	-48%	-$6.66K	﹤0.01%	831
2014 Q2	$14K	Sell	267 -521	-66%	-$25.7K	﹤0.01%	685
2014 Q1	$37K	Buy	788 +127	+19%	+$5.86K	0.01%	489
2013 Q4	$31K	Hold	661	–	–	0.01%	488
2013 Q3	$29K	Hold	661	–	–	0.01%	464
2013 Q2	$31K	Buy	+661	New	+$30.6K	0.01%	422

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Benjamin F. Edwards & Company's AMJ Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 585 shares — an estimated $12K sold.

Benjamin F. Edwards & Company first reported a position in AMJ in Q2 2013 and held it in 12 quarters. The position peaked at $37K in Q1 2014. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

Benjamin F. Edwards & Company reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 585 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $12K.
Benjamin F. Edwards & Company first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 12 quarters.
Benjamin F. Edwards & Company's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $37K in Q1 2014.
182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.