LYV
AMJ

Live Your Vision’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Live Your Vision’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
2019
Q1 		$3.46M Buy
135,514
+9,063
+7% +$226K 1.05% 22
2018
Q4 		$3.09M Sell
126,451
-1,421
-1% -$35.9K 1.04% 23
2018
Q3 		$3.51M Buy
127,872
+1,744
+1% +$48.7K 1.12% 23
2018
Q2 		$3.31M Buy
126,128
+2,359
+2% +$61.7K 1.1% 22
2018
Q1 		$3.19M Buy
123,769
+4,733
+4% +$130K 1.08% 22
2017
Q4 		$3.54M Sell
119,036
-585
-0.5% -$15.9K 1.19% 20
2017
Q3 		$3.38M Buy
119,621
+3,094
+3% +$89K 1.2% 23
2017
Q2 		$3.51M Sell
116,527
-36,072
-24% -$1.11M 1.31% 21
2017
Q1 		$4.93M Buy
152,599
+7,866
+5% +$257K 1.93% 16
2016
Q4 		$4.58M Buy
144,733
+4,824
+3% +$147K 1.94% 18
2016
Q3 		$4.41M Buy
139,909
+938
+0.7% +$29.5K 1.88% 20
2016
Q2 		$4.42M Buy
138,971
+3,250
+2% +$96.8K 2.02% 17
2016
Q1 		$3.68M Buy
135,721
+4,829
+4% +$122K 1.74% 20
2015
Q4 		$3.79M Buy
130,892
+23,325
+22% +$716K 1.82% 21
2015
Q3 		$3.27M Sell
107,567
-3,059
-3% -$110K 1.54% 24
2015
Q2 		$4.32M Sell
110,626
-3,469
-3% -$151K 2% 20
2015
Q1 		$4.88M Buy
114,095
+2,659
+2% +$117K 2.32% 11
2014
Q4 		$4.66M Sell
111,436
-1,445
-1% -$70.7K 2.32% 14
2014
Q3 		$5.63M Buy
+112,881
New +$5.91M 2.97% 12

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Live Your Vision's AMJ Position: Q1 2019 in Review

Live Your Vision increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 7.2% in Q1 2019, buying an estimated $226K and bringing the position to 135,514 shares worth $3.46M. The position accounts for 1.05% of the portfolio, ranked #22.

Live Your Vision first reported a position in AMJ in Q3 2014 and has held it in 19 quarters since. The position peaked at $5.63M in Q3 2014. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • Live Your Vision held 135,514 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $3.46M as of Q1 2019.
  • Live Your Vision bought 9,063 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $226K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 1.05% of Live Your Vision's portfolio in Q1 2019, its #22 holding.
  • Live Your Vision first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and has held it in 19 quarters since.
  • Live Your Vision's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.63M in Q3 2014.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.