LYNX CAPITAL GROUP LTD /ADV’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 Q4	$4.12M	Buy	+162,562	New	+$4.08M	3%	3

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

LYNX CAPITAL GROUP LTD /ADV's AMJ Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023: 162,562 shares worth $4.12M. The stake represents 3% of the portfolio and ranks #3 among its holdings.

187 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 162,562 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $4.12M as of Q4 2023.
JP Morgan Alerian MLP Index ETN 5/24/24 was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 3% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #3 holding.
187 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.