MPCG
AMJ

Matrix Private Capital Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Matrix Private Capital Group’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
2020
Q1 		– Sell
-185
Closed -$4K – 204
2019
Q4 		$4K Buy
+185
New +$3.98K ﹤0.01% 195

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 $4.62B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Matrix Private Capital Group's AMJ Position: Q1 2020 in Review

Matrix Private Capital Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 185 shares — an estimated $4K sold.

Matrix Private Capital Group first reported a position in AMJ in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Matrix Private Capital Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Matrix Private Capital Group sold 185 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $4K.
  • Matrix Private Capital Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 1 quarter.
  • Matrix Private Capital Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Matrix Private Capital Group's 13F filing for Q1 2020, filed 22 Feb 2022.