JP Morgan Private Wealth Advisors’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,925	Closed	-$191K	–	1584
2019 Q4	$191K	Sell	13,925 -33,896	-71%	-$459K	﹤0.01%	1408
2019 Q3	$702K	Buy	47,821 +18,249	+62%	+$278K	﹤0.01%	888
2019 Q2	$466K	Sell	29,572 -9,631	-25%	-$153K	﹤0.01%	1021
2019 Q1	$628K	Buy	39,203 +25,588	+188%	+$402K	﹤0.01%	944
2018 Q4	$191K	Sell	13,615 -5,081	-27%	-$80.8K	﹤0.01%	1347
2018 Q3	$323K	Buy	+18,696	New	+$328K	﹤0.01%	1254

Other funds holding AMU

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AMU Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q1 2020, closing a stake of 13,925 shares — an estimated $191K sold.

JP Morgan Private Wealth Advisors first reported a position in AMU in Q3 2018 and held it in 6 quarters. The position peaked at $702K in Q3 2019. 25 funds tracked by Wall St. Rank hold AMU as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,925 ETRACS Alerian MLP Index ETN shares in Q1 2020, an estimated $191K.
JP Morgan Private Wealth Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q3 2018 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's ETRACS Alerian MLP Index ETN position peaked at $702K in Q3 2019.
25 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.