JMPWA
AMJ

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

JP Morgan Private 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
2023
Q3 		$4.51M Sell
182,576
-25,083
-12% -$600K 0.01% 525
2023
Q2 		$4.76M Sell
207,659
-71,419
-26% -$1.61M 0.02% 350
2023
Q1 		$6.19M Buy
279,078
+40,519
+17% +$915K 0.01% 539
2022
Q4 		$5.19M Sell
238,559
-47,668
-17% -$1.05M 0.01% 569
2022
Q3 		$5.74M Buy
286,227
+22,480
+9% +$471K 0.02% 524
2022
Q2 		$5M Buy
263,747
+33,932
+15% +$715K 0.01% 566
2022
Q1 		$4.8M Buy
229,815
+11,503
+5% +$231K 0.01% 626
2021
Q4 		$3.89M Sell
218,312
-9,536
-4% -$176K 0.01% 684
2021
Q3 		$4.14M Buy
227,848
+18,740
+9% +$340K 0.01% 642
2021
Q2 		$4.11M Buy
209,108
+16,768
+9% +$312K 0.01% 641
2021
Q1 		$3.19M Sell
192,340
-10,278
-5% -$163K 0.01% 621
2020
Q4 		$2.81M Sell
202,618
-47,855
-19% -$623K 0.01% 627
2020
Q3 		$2.7M Sell
250,473
-17,976
-7% -$226K 0.01% 567
2020
Q2 		$3.54M Sell
268,449
-157,015
-37% -$2.07M 0.02% 444
2020
Q1 		$3.84M Sell
425,464
-385,269
-48% -$6.73M 0.02% 404
2019
Q4 		$17.7M Sell
810,733
-845,093
-51% -$18.2M 0.08% 217
2019
Q3 		$38.5M Sell
1,655,826
-211,704
-11% -$5.11M 0.2% 120
2019
Q2 		$46.9M Sell
1,867,530
-297,454
-14% -$7.49M 0.26% 102
2019
Q1 		$55.2M Sell
2,164,984
-205,668
-9% -$5.14M 0.29% 86
2018
Q4 		$52.9M Sell
2,370,652
-416,900
-15% -$10.5M 0.32% 77
2018
Q3 		$76.5M Sell
2,787,552
-397,729
-12% -$11.1M 0.37% 65
2018
Q2 		$84.7M Buy
3,185,281
+3,103,072
+3,775% +$81.2M 0.47% 49
2018
Q1 		$1.97M Sell
82,209
-28,300
-26% -$775K 0.01% 486
2017
Q4 		$3.04M Sell
110,509
-619,535
-85% -$16.8M 0.02% 411
2017
Q3 		$20.6M Buy
730,044
+147,058
+25% +$4.23M 0.15% 153
2017
Q2 		$17.3M Sell
582,986
-68,652
-11% -$2.11M 0.13% 163
2017
Q1 		$21M Buy
+651,638
New +$21.3M 0.16% 141
2016
Q4 		– Sell
-435,573
Closed -$13.7M – 1309
2016
Q3 		$13.7M Buy
435,573
+211,522
+94% +$6.65M 0.13% 166
2016
Q2 		$7.13M Sell
224,051
-172,319
-43% -$5.13M 0.07% 226
2016
Q1 		$10.7M Sell
396,370
-4,448
-1% -$112K 0.1% 173
2015
Q4 		$11.6M Buy
400,818
+214,484
+115% +$6.58M 0.12% 166
2015
Q3 		$5.66M Buy
+186,334
New +$6.7M 0.07% 221
2015
Q2 		– Sell
-152,066
Closed -$6.51M – 1150
2015
Q1 		$6.51M Sell
152,066
-92,952
-38% -$4.1M 0.07% 217
2014
Q4 		$11.3M Buy
245,018
+129,230
+112% +$6.32M 0.13% 167
2014
Q3 		$6.15M Buy
+115,788
New +$6.07M 0.08% 224

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AMJ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 12% in Q3 2023, selling an estimated $600K and leaving 182,576 shares worth $4.51M. The position accounts for 0.01% of the portfolio, ranked #525.

JP Morgan Private Wealth Advisors first reported a position in AMJ in Q3 2014 and has held it in 35 quarters since. The position peaked at $84.7M in Q2 2018. 178 funds tracked by Wall St. Rank hold AMJ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 182,576 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $4.51M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 25,083 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2023, an estimated $600K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #525 holding.
  • JP Morgan Private Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $84.7M in Q2 2018.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.