MWM
AMJ

Mission Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Mission Wealth 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
2020
Q2 		– Sell
-16,740
Closed -$151K – 347
2020
Q1 		$151K Buy
+16,740
New +$292K 0.02% 284
2019
Q4 		– Sell
-47,050
Closed -$1.09M – 347
2019
Q3 		$1.09M Sell
47,050
-27,774
-37% -$671K 0.12% 95
2019
Q2 		$1.88M Sell
74,824
-45,625
-38% -$1.15M 0.21% 62
2019
Q1 		$3.07M Sell
120,449
-10,935
-8% -$273K 0.36% 40
2018
Q4 		$2.93M Buy
131,384
+56,360
+75% +$1.43M 0.38% 39
2018
Q3 		$2.06M Sell
75,024
-1,020
-1% -$28.5K 0.27% 51
2018
Q2 		$2.02M Sell
76,044
-25,280
-25% -$662K 0.3% 48
2018
Q1 		$2.43M Sell
101,324
-130,570
-56% -$3.58M 0.39% 34
2017
Q4 		$6.37M Buy
231,894
+208,610
+896% +$5.66M 1.09% 18
2017
Q3 		$657K Sell
23,284
-1,046
-4% -$30.1K 0.12% 87
2017
Q2 		$723K Buy
24,330
+81
+0.3% +$2.49K 0.14% 79
2017
Q1 		$783K Buy
24,249
+354
+1% +$11.6K 0.15% 73
2016
Q4 		$755K Buy
23,895
+560
+2% +$17.1K 0.15% 72
2016
Q3 		$735K Sell
23,335
-45
-0.2% -$1.42K 0.18% 65
2016
Q2 		$744K Sell
23,380
-2,995
-11% -$89.2K 0.2% 56
2016
Q1 		$714K Sell
26,375
-615
-2% -$15.5K 0.19% 57
2015
Q4 		$782K Buy
+26,990
New +$828K 0.22% 45
2015
Q3 		– Sell
-8,940
Closed -$383K – 157
2015
Q2 		$383K Buy
+8,940
New +$388K 0.13% 81

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mission Wealth Management's AMJ Position: Q2 2020 in Review

Mission Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 16,740 shares — an estimated $151K sold.

Mission Wealth Management first reported a position in AMJ in Q2 2015 and held it in 18 quarters. The position peaked at $6.37M in Q4 2017. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • Mission Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • Mission Wealth Management sold 16,740 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $151K.
  • Mission Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 18 quarters.
  • Mission Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.37M in Q4 2017.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Mission Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.