G
AMJ

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

Gainplan’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
2019
Q2 		– Sell
-179,893
Closed -$4.59M – 45
2019
Q1 		$4.59M Buy
+179,893
New +$4.49M 5.21% 5
2018
Q3 		– Sell
-101,102
Closed -$2.69M – 30
2018
Q2 		$2.69M Sell
101,102
-23,898
-19% -$625K 1.94% 4
2018
Q1 		$3M Sell
125,000
-28,128
-18% -$771K 3.83% 4
2017
Q4 		$4.21M Buy
+153,128
New +$4.16M 4.27% 5
2017
Q3 		– Sell
-110,970
Closed -$3.3M – 21
2017
Q2 		$3.3M Buy
+110,970
New +$3.41M 2.21% 3
2017
Q1 		– Sell
-187,430
Closed -$5.92M – 22
2016
Q4 		$5.92M Buy
+187,430
New +$5.72M 3.63% 4

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return