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

MUFG Americas’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
2016 Q2	–	Sell	-400	Closed	-$11K	–	1206
2016 Q1	$11K	Hold	400	–	–	﹤0.01%	806
2015 Q4	$12K	Hold	400	–	–	﹤0.01%	806
2015 Q3	$12K	Hold	400	–	–	﹤0.01%	830
2015 Q2	$16K	Hold	400	–	–	﹤0.01%	802
2015 Q1	$17K	Sell	400 -460	-53%	-$20.3K	﹤0.01%	842
2014 Q4	$40K	Hold	860	–	–	﹤0.01%	710
2014 Q3	$46K	Hold	860	–	–	﹤0.01%	687
2014 Q2	$45K	Hold	860	–	–	﹤0.01%	698
2014 Q1	$40K	Buy	860 +460	+115%	+$21.2K	﹤0.01%	709
2013 Q4	$19K	Hold	400	–	–	﹤0.01%	848
2013 Q3	$18K	Sell	400 -3,170	-89%	-$146K	﹤0.01%	905
2013 Q2	$166K	Buy	+3,570	New	+$165K	﹤0.01%	932

Other funds holding AMJ

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return