JP Morgan Private Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$19.9M	Buy	472,310 +87,989	+23%	+$3.61M	0.06%	275
2023 Q2	$15.1M	Buy	384,321 +13,655	+4%	+$530K	0.08%	183
2023 Q1	$14.3M	Buy	370,666 +180,776	+95%	+$7.09M	0.03%	363
2022 Q4	$7.23M	Sell	189,890 -4,623	-2%	-$182K	0.02%	493
2022 Q3	$7.11M	Buy	194,513 +3,090	+2%	+$118K	0.02%	465
2022 Q2	$6.59M	Sell	191,423 -518	-0.3%	-$19.9K	0.02%	504
2022 Q1	$7.35M	Sell	191,941 -126,085	-40%	-$4.64M	0.02%	521
2021 Q4	$10.4M	Buy	318,026 +26,307	+9%	+$891K	0.02%	426
2021 Q3	$9.72M	Buy	291,719 +14,451	+5%	+$482K	0.02%	428
2021 Q2	$10.1M	Buy	277,268 +49,279	+22%	+$1.69M	0.03%	413
2021 Q1	$6.95M	Buy	227,989 +79,564	+54%	+$2.32M	0.02%	436
2020 Q4	$3.81M	Buy	148,425 +2,498	+2%	+$60K	0.01%	558
2020 Q3	$2.92M	Sell	145,927 -19,010	-12%	-$440K	0.01%	553
2020 Q2	$4.07M	Sell	164,937 -60,947	-27%	-$1.49M	0.02%	408
2020 Q1	$3.88M	Sell	225,884 -509,590	-69%	-$17.3M	0.02%	401
2019 Q4	$31.3M	Sell	735,474 -35,942	-5%	-$1.51M	0.14%	147
2019 Q3	$35.3M	Buy	771,416 +116,669	+18%	+$5.52M	0.18%	129
2019 Q2	$32.2M	Sell	654,747 -227,979	-26%	-$11.3M	0.18%	134
2019 Q1	$44.3M	Sell	882,726 -545,959	-38%	-$26.8M	0.23%	109
2018 Q4	$62.4M	Buy	1,428,685 +135,717	+10%	+$6.66M	0.38%	67
2018 Q3	$69M	Buy	1,292,968 +59,708	+5%	+$3.22M	0.34%	73
2018 Q2	$62.3M	Buy	+1,233,260	New	+$62.5M	0.35%	71
2018 Q1	–	Sell	-28,046	Closed	-$1.51M	–	1298
2017 Q4	$1.51M	Sell	28,046 -700,005	-96%	-$37.4M	0.01%	552
2017 Q3	$40.8M	Sell	728,051 -192,408	-21%	-$11M	0.29%	89
2017 Q2	$55M	Buy	920,459 +8,015	+0.9%	+$488K	0.42%	64
2017 Q1	$58M	Buy	912,444 +474,767	+108%	+$30.5M	0.45%	59
2016 Q4	$27.6M	Buy	437,677 +133,991	+44%	+$8.28M	0.24%	101
2016 Q3	$19.3M	Buy	303,686 +169,370	+126%	+$10.7M	0.18%	132
2016 Q2	$8.54M	Buy	134,316 +99,954	+291%	+$6.02M	0.08%	203
2016 Q1	$1.88M	Buy	34,362 +3,360	+11%	+$171K	0.02%	412
2015 Q4	$1.87M	Sell	31,002 -100	-0.3%	-$6.26K	0.02%	388
2015 Q3	$1.94M	Buy	+31,102	New	+$2.26M	0.02%	337
2015 Q2	–	Sell	-46,416	Closed	-$3.85M	–	1049
2015 Q1	$3.85M	Buy	46,416 +1,343	+3%	+$113K	0.04%	277
2014 Q4	$3.95M	Sell	45,073 -5,650	-11%	-$512K	0.05%	272
2014 Q3	$4.86M	Buy	+50,723	New	+$4.8M	0.06%	250

Other funds holding AMLP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 23% in Q3 2023, buying an estimated $3.61M and bringing the position to 472,310 shares worth $19.9M. The position accounts for 0.06% of the portfolio, ranked #275.

JP Morgan Private Wealth Advisors first reported a position in AMLP in Q3 2014 and has held it in 35 quarters since. The position peaked at $69M in Q3 2018. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

JP Morgan Private Wealth Advisors held 472,310 shares of Alerian MLP ETF worth $19.9M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 87,989 Alerian MLP ETF shares in Q3 2023, an estimated $3.61M.
Alerian MLP ETF made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #275 holding.
JP Morgan Private Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2014 and has held it in 35 quarters since.
JP Morgan Private Wealth Advisors's Alerian MLP ETF position peaked at $69M in Q3 2018.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

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