JP Morgan Private Wealth Advisors’s iPath Select MLP ETN ATMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-55,190	Closed	-$982K	–	1428
2019 Q4	$982K	Sell	55,190 -116,388	-68%	-$2.01M	﹤0.01%	800
2019 Q3	$3.15M	Buy	171,578 +6,886	+4%	+$131K	0.02%	503
2019 Q2	$3.33M	Buy	164,692 +1,368	+0.8%	+$27.5K	0.02%	480
2019 Q1	$3.34M	Buy	163,324 +97,041	+146%	+$1.93M	0.02%	505
2018 Q4	$1.18M	Buy	+66,283	New	+$1.29M	0.01%	700

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

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

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iPath Select MLP ETN (ATMP) in Q1 2020, closing a stake of 55,190 shares — an estimated $982K sold.

JP Morgan Private Wealth Advisors first reported a position in ATMP in Q4 2018 and held it in 5 quarters. The position peaked at $3.34M in Q1 2019. 22 funds tracked by Wall St. Rank hold ATMP as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining iPath Select MLP ETN position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 55,190 iPath Select MLP ETN shares in Q1 2020, an estimated $982K.
JP Morgan Private Wealth Advisors first reported a position in iPath Select MLP ETN in Q4 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's iPath Select MLP ETN position peaked at $3.34M in Q1 2019.
22 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2020.

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