EWM
AMJ

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

Edge Wealth Management’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
Q3 		– Sell
-675
Closed -$9K – 646
2020
Q2 		$9K Hold
675
– – ﹤0.01% 482
2020
Q1 		$6K Hold
675
– – ﹤0.01% 460
2019
Q4 		$15K Hold
675
– – ﹤0.01% 377
2019
Q3 		$15K Hold
675
– – ﹤0.01% 364
2019
Q2 		$17K Hold
675
– – ﹤0.01% 358
2019
Q1 		$17K Hold
675
– – ﹤0.01% 350
2018
Q4 		$15K Hold
675
– – ﹤0.01% 364
2018
Q3 		$19K Hold
675
– – ﹤0.01% 376
2018
Q2 		$18K Hold
675
– – ﹤0.01% 363
2018
Q1 		$16K Sell
675
-8,731
-93% -$239K ﹤0.01% 329
2017
Q4 		$258K Sell
9,406
-8,456
-47% -$230K 0.07% 116
2017
Q3 		$504K Sell
17,862
-13,656
-43% -$393K 0.15% 76
2017
Q2 		$941K Buy
31,518
+2,915
+10% +$89.6K 0.3% 54
2017
Q1 		$923K Buy
28,603
+9,373
+49% +$306K 0.32% 50
2016
Q4 		$607K Buy
19,230
+200
+1% +$6.11K 0.23% 70
2016
Q3 		$596K Sell
19,030
-133
-0.7% -$4.18K 0.25% 66
2016
Q2 		$611K Sell
19,163
-439
-2% -$13.1K 0.25% 62
2016
Q1 		$531K Sell
19,602
-148,615
-88% -$3.75M 0.24% 66
2015
Q4 		$4.83M Buy
168,217
+39,893
+31% +$1.22M 1.82% 19
2015
Q3 		$3.74M Sell
128,324
-25,255
-16% -$908K 1.41% 25
2015
Q2 		$6.09M Buy
153,579
+23,831
+18% +$1.04M 2.08% 18
2015
Q1 		$5.59M Buy
129,748
+31,273
+32% +$1.38M 1.88% 20
2014
Q4 		$4.55M Buy
+98,475
New +$4.82M 1.67% 20
2014
Q2 		– Sell
-1,205
Closed -$56K – 429
2014
Q1 		$56K Buy
+1,205
New +$55.6K 0.02% 170

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $27.4B AUM 24.17% 1-Year Est. Return

Edge Wealth Management's AMJ Position: Q3 2020 in Review

Edge Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 675 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in AMJ in Q1 2014 and held it in 24 quarters. The position peaked at $6.09M in Q2 2015. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

  • Edge Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 675 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $9K.
  • Edge Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2014 and held it in 24 quarters.
  • Edge Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.09M in Q2 2015.
  • 193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.