Chevy Chase Trust
AMJ

Chevy Chase Trust’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-1,740
Closed -$38K – 1075
2019
Q4 		$38K Buy
+1,740
New +$37.4K ﹤0.01% 886

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Chevy Chase Trust's AMJ Position: Q1 2020 in Review

Chevy Chase Trust sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 1,740 shares — an estimated $38K sold.

Chevy Chase Trust first reported a position in AMJ in Q4 2019 and held it in 1 quarter. The position peaked at $38K in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Chevy Chase Trust reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 1,740 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $38K.
  • Chevy Chase Trust first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $38K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.