EW
AMJ

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

Evoke Wealth’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
-21,679
Closed -$535K – 382
2023
Q3 		$535K Sell
21,679
-1,258
-5% -$30.1K 0.02% 230
2023
Q2 		$525K Sell
22,937
-3,769
-14% -$84.8K 0.02% 211
2023
Q1 		$593K Sell
26,706
-3,833
-13% -$86.5K 0.02% 199
2022
Q4 		$664K Hold
30,539
– – 0.02% 193
2022
Q3 		$613K Buy
30,539
+4,500
+17% +$94.2K 0.02% 194
2022
Q2 		$494K Buy
26,039
+11,900
+84% +$251K 0.02% 216
2022
Q1 		$296K Hold
14,139
– – 0.01% 299
2021
Q4 		$252K Buy
14,139
+5,200
+58% +$96.2K 0.01% 335
2021
Q3 		$162K Buy
8,939
+7,300
+445% +$132K 0.01% 363
2021
Q2 		$32K Hold
1,639
– – ﹤0.01% 575
2021
Q1 		$27K Sell
1,639
-5,361
-77% -$85.1K ﹤0.01% 539
2020
Q4 		$97K Hold
7,000
– – 0.01% 304
2020
Q3 		$75K Buy
7,000
+161
+2% +$2.02K 0.01% 315
2020
Q2 		$90K Sell
6,839
-4,534
-40% -$59.7K 0.01% 288
2020
Q1 		$103K Buy
+11,373
New +$199K 0.01% 256
2019
Q4 		– Sell
-32,384
Closed -$754K – 1506
2019
Q3 		$754K Buy
+32,384
New +$782K 0.09% 114

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $16.7B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Evoke Wealth's AMJ Position: Q4 2023 in Review

Evoke Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 21,679 shares — an estimated $535K sold.

Evoke Wealth first reported a position in AMJ in Q3 2019 and held it in 16 quarters. The position peaked at $754K in Q3 2019. 187 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Evoke Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Evoke Wealth sold 21,679 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $535K.
  • Evoke Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2019 and held it in 16 quarters.
  • Evoke Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $754K in Q3 2019.
  • 187 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.