CPIG
AMJ

Chicago Partners Investment Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Chicago Partners Investment Group’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
Q2 		– Sell
-29,046
Closed -$325K – 404
2020
Q1 		$325K Buy
29,046
+8,900
+44% +$155K 0.05% 239
2019
Q4 		$458K Sell
20,146
-12,150
-38% -$261K 0.06% 228
2019
Q3 		$712K Buy
32,296
+642
+2% +$15.5K 0.1% 153
2019
Q2 		$814K Buy
31,654
+516
+2% +$13K 0.12% 131
2019
Q1 		$782K Buy
31,138
+1,528
+5% +$38.2K 0.12% 130
2018
Q4 		$733K Sell
29,610
-6,777
-19% -$171K 0.11% 153
2018
Q3 		$920K Buy
36,387
+8,455
+30% +$236K 0.14% 123
2018
Q2 		$742K Buy
27,932
+509
+2% +$13.3K 0.12% 135
2018
Q1 		$658K Buy
27,423
+7,229
+36% +$198K 0.11% 130
2017
Q4 		$555K Sell
20,194
-5,728
-22% -$155K 0.09% 150
2017
Q3 		$732K Buy
+25,922
New +$745K 0.13% 122
2017
Q2 		– Sell
-10,834
Closed -$350K – 817
2017
Q1 		$350K Buy
10,834
+5,910
+120% +$193K 0.1% 136
2016
Q4 		$156K Buy
4,924
+4,476
+999% +$137K 0.06% 195
2016
Q3 		$14K Buy
448
+7
+2% +$220 0.01% 398
2016
Q2 		$14K Buy
441
+7
+2% +$208 0.01% 341
2016
Q1 		$12K Buy
434
+9
+2% +$227 0.01% 332
2015
Q4 		$12K Sell
425
-1,087
-72% -$33.4K 0.01% 382
2015
Q3 		$46K Buy
1,512
+338
+29% +$12.2K 0.03% 232
2015
Q2 		$46K Buy
1,174
+84
+8% +$3.65K 0.02% 245
2015
Q1 		$50K Sell
1,090
-77
-7% -$3.4K 0.02% 222
2014
Q4 		$54K Buy
+1,167
New +$57.1K 0.02% 216

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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 $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chicago Partners Investment Group's AMJ Position: Q2 2020 in Review

Chicago Partners Investment Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 29,046 shares — an estimated $325K sold.

Chicago Partners Investment Group first reported a position in AMJ in Q4 2014 and held it in 21 quarters. The position peaked at $920K in Q3 2018. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • Chicago Partners Investment Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • Chicago Partners Investment Group sold 29,046 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $325K.
  • Chicago Partners Investment Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 21 quarters.
  • Chicago Partners Investment Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $920K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Chicago Partners Investment Group's 13F filing for Q2 2020, filed 31 Jul 2020.