EWA
AMJ

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

EP Wealth Advisors’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
-12,468
Closed -$113K – 392
2020
Q1 		$113K Buy
+12,468
New +$218K 0.01% 354
2018
Q4 		– Sell
-7,540
Closed -$207K – 302
2018
Q3 		$207K Buy
+7,540
New +$210K 0.02% 269
2016
Q2 		– Sell
-210,109
Closed -$5.69M – 150
2016
Q1 		$5.69M Buy
210,109
+13,491
+7% +$340K 0.87% 37
2015
Q4 		$5.7M Buy
+196,618
New +$6.03M 0.96% 38

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 $4.62B AUM 25.58% 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 $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return