DMC
AMJ

Drexel Morgan & Co’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Drexel Morgan & Co’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
2019
Q3 		– Sell
-17,335
Closed -$435K – 92
2019
Q2 		$435K Hold
17,335
– – 0.34% 61
2019
Q1 		$442K Hold
17,335
– – 0.39% 59
2018
Q4 		$387K Sell
17,335
-20,728
-54% -$524K 0.39% 58
2018
Q3 		$1.04M Buy
38,063
+588
+2% +$16.4K 0.92% 39
2018
Q2 		$996K Buy
37,475
+1,575
+4% +$41.2K 1% 38
2018
Q1 		$862K Sell
35,900
-3,130
-8% -$85.8K 0.9% 38
2017
Q4 		$1.07M Sell
39,030
-1,945
-5% -$52.8K 1.04% 39
2017
Q3 		$1.16M Sell
40,975
-57,820
-59% -$1.66M 1.18% 36
2017
Q2 		$2.93M Buy
98,795
+1,700
+2% +$52.2K 3.01% 5
2017
Q1 		$3.14M Buy
97,095
+67,950
+233% +$2.22M 3.47% 4
2016
Q4 		$921K Buy
29,145
+5,280
+22% +$161K 1.09% 35
2016
Q3 		$752K Hold
23,865
– – 0.83% 41
2016
Q2 		$759K Buy
23,865
+335
+1% +$9.98K 0.86% 42
2016
Q1 		$637K Hold
23,530
– – 0.75% 44
2015
Q4 		$682K Buy
23,530
+6,100
+35% +$187K 0.76% 46
2015
Q3 		$530K Hold
17,430
– – 0.68% 45
2015
Q2 		$690K Hold
17,430
– – 0.82% 42
2015
Q1 		$746K Hold
17,430
– – 0.8% 41
2014
Q4 		$801K Buy
17,430
+1,675
+11% +$81.9K 0.9% 37
2014
Q3 		$836K Hold
15,755
– – 1.02% 32
2014
Q2 		$825K Sell
15,755
-190
-1% -$9.36K 1% 34
2014
Q1 		$742K Buy
15,945
+1,315
+9% +$60.7K 0.94% 34
2013
Q4 		$678K Buy
14,630
+1,350
+10% +$60.9K 0.91% 38
2013
Q3 		$592K Hold
13,280
– – 0.81% 40
2013
Q2 		$619K Buy
+13,280
New +$615K 1.03% 26

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Drexel Morgan & Co's AMJ Position: Q3 2019 in Review

Drexel Morgan & Co sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 17,335 shares — an estimated $435K sold.

Drexel Morgan & Co first reported a position in AMJ in Q2 2013 and held it in 25 quarters. The position peaked at $3.14M in Q1 2017. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Drexel Morgan & Co reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Drexel Morgan & Co sold 17,335 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $435K.
  • Drexel Morgan & Co first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 25 quarters.
  • Drexel Morgan & Co's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.14M in Q1 2017.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Drexel Morgan & Co's 13F filing for Q3 2019, filed 13 Nov 2019.