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 $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $95.2B AUM 32.92% 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 $171B AUM 24.68% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's AMJ Position: Q2 2020 in Review

EP Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 12,468 shares — an estimated $113K sold.

EP Wealth Advisors first reported a position in AMJ in Q4 2015 and held it in 4 quarters. The position peaked at $5.7M in Q4 2015. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • EP Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 12,468 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $113K.
  • EP Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 4 quarters.
  • EP Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.7M in Q4 2015.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on EP Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.