KPCM
AMJ

Kings Point Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Kings Point Capital Management’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
2022
Q1 		$86K Sell
4,128
-68
-2% -$1.37K 0.01% 297
2021
Q4 		$75K Sell
4,196
-1,250
-23% -$23.1K 0.01% 336
2021
Q3 		$99K Hold
5,446
– – 0.01% 278
2021
Q2 		$107K Sell
5,446
-6,175
-53% -$115K 0.01% 266
2021
Q1 		$193K Sell
11,621
-184
-2% -$2.92K 0.02% 208
2020
Q4 		$164K Sell
11,805
-7,428
-39% -$96.6K 0.02% 201
2020
Q3 		$207K Sell
19,233
-2,045
-10% -$25.7K 0.03% 172
2020
Q2 		$281K Sell
21,278
-17,216
-45% -$227K 0.04% 139
2020
Q1 		$348K Sell
38,494
-2,612
-6% -$45.6K 0.06% 124
2019
Q4 		$897K Sell
41,106
-3,123
-7% -$67.2K 0.13% 96
2019
Q3 		$1.03M Sell
44,229
-781
-2% -$18.9K 0.17% 88
2019
Q2 		$1.13M Sell
45,010
-774
-2% -$19.5K 0.21% 84
2019
Q1 		$1.17M Buy
45,784
+9,129
+25% +$228K 0.23% 83
2018
Q4 		$818K Buy
36,655
+808
+2% +$20.4K 0.18% 85
2018
Q3 		$984K Buy
35,847
+3
+0% +$84 0.18% 94
2018
Q2 		$953K Buy
35,844
+2,940
+9% +$76.9K 0.19% 94
2018
Q1 		$790K Sell
32,904
-3,372
-9% -$92.4K 0.16% 98
2017
Q4 		$997K Sell
36,276
-144,765
-80% -$3.93M 0.21% 84
2017
Q3 		$5.11M Sell
181,041
-1,092
-0.6% -$31.4K 1.14% 36
2017
Q2 		$5.41M Sell
182,133
-1,134
-0.6% -$34.8K 1.26% 30
2017
Q1 		$5.92M Sell
183,267
-7,521
-4% -$246K 1.39% 27
2016
Q4 		$6.03M Buy
190,788
+68,430
+56% +$2.09M 1.49% 27
2016
Q3 		$3.85M Sell
122,358
-9,599
-7% -$302K 1.02% 37
2016
Q2 		$4.2M Buy
131,957
+24,687
+23% +$735K 1.07% 36
2016
Q1 		$2.91M Sell
107,270
-16,265
-13% -$410K 0.74% 45
2015
Q4 		$3.58M Buy
123,535
+15,843
+15% +$486K 0.89% 37
2015
Q3 		$3.27M Buy
107,692
+4,002
+4% +$144K 0.86% 39
2015
Q2 		$4.11M Sell
103,690
-154
-0.1% -$6.69K 0.99% 41
2015
Q1 		$4.45M Buy
103,844
+2,575
+3% +$114K 1.12% 37
2014
Q4 		$4.65M Sell
101,269
-2,843
-3% -$139K 1.26% 35
2014
Q3 		$5.53M Buy
104,112
+1,165
+1% +$61K 1.67% 27
2014
Q2 		$5.39M Buy
102,947
+6,459
+7% +$318K 1.62% 28
2014
Q1 		$4.49M Buy
96,488
+1,862
+2% +$85.9K 1.46% 27
2013
Q4 		$4.39M Buy
94,626
+17,879
+23% +$807K 1.54% 26
2013
Q3 		$3.42M Buy
76,747
+8,649
+13% +$398K 1.32% 34
2013
Q2 		$3.25M Buy
+68,098
New +$3.15M 1.32% 32

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kings Point Capital Management's AMJ Position: Q1 2022 in Review

Kings Point Capital Management reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 1.6% in Q1 2022, selling an estimated $1.37K and leaving 4,128 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #297.

Kings Point Capital Management first reported a position in AMJ in Q2 2013 and has held it in 36 quarters since. The position peaked at $6.03M in Q4 2016. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

  • Kings Point Capital Management held 4,128 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $86K as of Q1 2022.
  • Kings Point Capital Management sold 68 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $1.37K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #297 holding.
  • Kings Point Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and has held it in 36 quarters since.
  • Kings Point Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.03M in Q4 2016.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.