Morgan Stanley
AMJ

Morgan Stanley’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Morgan Stanley’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
2024
Q2 		– Sell
-835,589
Closed -$23.8M – 8025
2024
Q1 		$23.8M Sell
835,589
-1,129,281
-57% -$30.4M ﹤0.01% 2509
2023
Q4 		$49.8M Buy
1,964,870
+990,722
+102% +$24.9M ﹤0.01% 2460
2023
Q3 		$24.1M Sell
974,148
-106,748
-10% -$2.55M ﹤0.01% 2264
2023
Q2 		$24.8M Buy
1,080,896
+26,817
+3% +$603K ﹤0.01% 2257
2023
Q1 		$23.4M Sell
1,054,079
-67,405
-6% -$1.52M ﹤0.01% 2251
2022
Q4 		$24.4M Buy
1,121,484
+91,307
+9% +$2M ﹤0.01% 2150
2022
Q3 		$20.7M Sell
1,030,177
-137,609
-12% -$2.88M ﹤0.01% 2154
2022
Q2 		$22.1M Buy
1,167,786
+518,556
+80% +$10.9M ﹤0.01% 2175
2022
Q1 		$13.6M Buy
649,230
+48,593
+8% +$976K ﹤0.01% 2540
2021
Q4 		$10.7M Buy
600,637
+41,175
+7% +$762K ﹤0.01% 2883
2021
Q3 		$10.2M Sell
559,462
-32,665
-6% -$593K ﹤0.01% 2873
2021
Q2 		$11.6M Buy
592,127
+25,973
+5% +$484K ﹤0.01% 2813
2021
Q1 		$9.39M Sell
566,154
-105,298
-16% -$1.67M ﹤0.01% 2722
2020
Q4 		$9.33M Sell
671,452
-45,002
-6% -$585K ﹤0.01% 2584
2020
Q3 		$7.72M Sell
716,454
-16,818
-2% -$211K ﹤0.01% 2268
2020
Q2 		$9.68M Sell
733,272
-277,539
-27% -$3.66M ﹤0.01% 1999
2020
Q1 		$9.13M Sell
1,010,811
-1,262,119
-56% -$22M ﹤0.01% 1865
2019
Q4 		$49.6M Buy
2,272,930
+107,692
+5% +$2.32M 0.01% 932
2019
Q3 		$50.4M Sell
2,165,238
-438,785
-17% -$10.6M 0.01% 852
2019
Q2 		$65.4M Sell
2,604,023
-598,858
-19% -$15.1M 0.02% 721
2019
Q1 		$81.7M Sell
3,202,881
-342,831
-10% -$8.56M 0.02% 615
2018
Q4 		$79.1M Buy
3,545,712
+367,408
+12% +$9.29M 0.02% 616
2018
Q3 		$87.3M Sell
3,178,304
-10,373
-0.3% -$290K 0.02% 664
2018
Q2 		$84.8M Buy
3,188,677
+35,673
+1% +$934K 0.02% 652
2018
Q1 		$75.7M Sell
3,153,004
-2,627,569
-45% -$72M 0.02% 707
2017
Q4 		$159M Buy
5,780,573
+1,727,955
+43% +$46.9M 0.04% 422
2017
Q3 		$114M Buy
4,052,618
+421,343
+12% +$12.1M 0.03% 503
2017
Q2 		$108M Buy
3,631,275
+679,434
+23% +$20.9M 0.03% 531
2017
Q1 		$95.3M Buy
2,951,841
+116,448
+4% +$3.8M 0.03% 590
2016
Q4 		$89.6M Buy
2,835,393
+64,795
+2% +$1.98M 0.03% 587
2016
Q3 		$87.3M Sell
2,770,598
-435,048
-14% -$13.7M 0.03% 574
2016
Q2 		$102M Sell
3,205,646
-1,037,227
-24% -$30.9M 0.04% 499
2016
Q1 		$115M Buy
4,242,873
+998,309
+31% +$25.2M 0.04% 437
2015
Q4 		$94M Buy
3,244,564
+2,708,491
+505% +$83.1M 0.03% 518
2015
Q3 		$16.3M Buy
536,073
+525,756
+5,096% +$18.9M 0.01% 1556
2015
Q2 		$409K Buy
10,317
+8,252
+400% +$358K ﹤0.01% 4844
2015
Q1 		$88K Buy
2,065
+1,928
+1,407% +$85K ﹤0.01% 5584
2014
Q4 		$6K Sell
137
-6,066
-98% -$297K ﹤0.01% 6304
2014
Q3 		$329K Sell
6,203
-17,861
-74% -$936K ﹤0.01% 4852
2014
Q2 		$1.26M Buy
24,064
+21,914
+1,019% +$1.08M ﹤0.01% 3868
2014
Q1 		$100K Sell
2,150
-104,201
-98% -$4.81M ﹤0.01% 5445
2013
Q4 		$4.93M Sell
106,351
-297,351
-74% -$13.4M ﹤0.01% 2574
2013
Q3 		$18M Buy
+403,702
New +$18.6M 0.01% 1309

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley's AMJ Position: Q2 2024 in Review

Morgan Stanley sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 835,589 shares — an estimated $23.8M sold.

Morgan Stanley first reported a position in AMJ in Q3 2013 and held it in 43 quarters. The position peaked at $159M in Q4 2017. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Morgan Stanley reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 835,589 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $23.8M.
  • Morgan Stanley first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 43 quarters.
  • Morgan Stanley's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $159M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.