ECG
AMJ

Edge Capital Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Edge Capital 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
2023
Q4 		– Sell
-23,583
Closed -$583K – 312
2023
Q3 		$583K Sell
23,583
-2,459
-9% -$58.8K 0.04% 181
2023
Q2 		$597K Hold
26,042
– – 0.03% 203
2023
Q1 		$578K Hold
26,042
– – 0.04% 197
2022
Q4 		$566K Sell
26,042
-207,755
-89% -$4.56M 0.04% 178
2022
Q3 		$4.69M Buy
233,797
+225,397
+2,683% +$4.72M 0.39% 57
2022
Q2 		$689K Sell
8,400
-226,367
-96% -$4.77M 0.06% 164
2022
Q1 		$4.91M Buy
234,767
+208,315
+788% +$4.18M 0.34% 69
2021
Q4 		$471K Sell
26,452
-1,010
-4% -$18.7K 0.03% 203
2021
Q3 		$499K Hold
27,462
– – 0.04% 187
2021
Q2 		$540K Hold
27,462
– – 0.04% 179
2021
Q1 		$456K Hold
27,462
– – 0.04% 186
2020
Q4 		$381K Sell
27,462
-1,275
-4% -$16.6K 0.03% 193
2020
Q3 		$310K Hold
28,737
– – 0.03% 192
2020
Q2 		$379K Sell
28,737
-1,685
-6% -$22.2K 0.04% 169
2020
Q1 		$275K Sell
30,422
-90,327
-75% -$1.58M 0.03% 178
2019
Q4 		$2.63M Sell
120,749
-101,221
-46% -$2.18M 0.26% 75
2019
Q3 		$5.17M Sell
221,970
-32,020
-13% -$773K 0.52% 54
2019
Q2 		$6.38M Buy
253,990
+2,721
+1% +$68.5K 0.61% 41
2019
Q1 		$6.41M Sell
251,269
-44,180
-15% -$1.1M 0.63% 45
2018
Q4 		$6.59M Buy
+295,449
New +$7.47M 0.72% 35

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Capital Group's AMJ Position: Q4 2023 in Review

Edge Capital Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 23,583 shares — an estimated $583K sold.

Edge Capital Group first reported a position in AMJ in Q4 2018 and held it in 20 quarters. The position peaked at $6.59M in Q4 2018. 186 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Edge Capital Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Edge Capital Group sold 23,583 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $583K.
  • Edge Capital Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 20 quarters.
  • Edge Capital Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.59M in Q4 2018.
  • 186 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Edge Capital Group's 13F filing for Q4 2023, filed 13 Feb 2024.