LPL Financial
AMJB icon

LPL Financial’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

LPL Financial’s Portfolio AMJB Stock Details AMJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6M Buy
509,228
+7,238
+1% +$241K ﹤0.01% 1559
2025
Q4 		$15M Buy
501,990
+11,905
+2% +$354K ﹤0.01% 1604
2025
Q3 		$14.5M Buy
490,085
+41,348
+9% +$1.25M ﹤0.01% 1581
2025
Q2 		$13.6M Buy
448,737
+26,774
+6% +$806K ﹤0.01% 1505
2025
Q1 		$13.7M Buy
421,963
+128,019
+44% +$4.1M 0.01% 1393
2024
Q4 		$8.67M Buy
293,944
+92,138
+46% +$2.71M ﹤0.01% 1646
2024
Q3 		$5.74M Buy
201,806
+151,063
+298% +$4.33M ﹤0.01% 1880
2024
Q2 		$1.47M Buy
+50,743
New +$1.43M ﹤0.01% 2893

Other funds holding AMJB

CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $247M AUM 16.55% 1-Year Est. Return

LPL Financial's AMJB Position: Q1 2026 in Review

LPL Financial increased its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 1.4% in Q1 2026, buying an estimated $241K and bringing the position to 509,228 shares worth $17.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

LPL Financial first reported a position in AMJB in Q2 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold AMJB as of Q1 2026.

  • LPL Financial held 509,228 shares of Alerian MLP Index ETNs due January 28 2044 worth $17.6M as of Q1 2026.
  • LPL Financial bought 7,238 Alerian MLP Index ETNs due January 28 2044 shares in Q1 2026, an estimated $241K.
  • Alerian MLP Index ETNs due January 28 2044 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1559 holding.
  • LPL Financial first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and has held it in 8 quarters since.
  • 70 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.