MCM
AMJ

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

Murphy Capital 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
Q1 		– Sell
-11,550
Closed -$251K – 233
2019
Q4 		$251K Sell
11,550
-6,725
-37% -$145K 0.04% 204
2019
Q3 		$425K Sell
18,275
-300
-2% -$7.25K 0.06% 161
2019
Q2 		$466K Sell
18,575
-6,100
-25% -$154K 0.07% 161
2019
Q1 		$629K Sell
24,675
-3,025
-11% -$75.5K 0.1% 149
2018
Q4 		$618K Sell
27,700
-13,475
-33% -$341K 0.1% 147
2018
Q3 		$1.13M Sell
41,175
-2,500
-6% -$69.8K 0.16% 123
2018
Q2 		$1.16M Sell
43,675
-2,200
-5% -$57.6K 0.17% 122
2018
Q1 		$1.1M Buy
45,875
+8,875
+24% +$243K 0.16% 129
2017
Q4 		$1.02M Sell
37,000
-23,300
-39% -$632K 0.14% 134
2017
Q3 		$1.7M Buy
60,300
+6,200
+11% +$178K 0.24% 100
2017
Q2 		$1.61M Sell
54,100
-3,000
-5% -$92.2K 0.24% 101
2017
Q1 		$1.84M Buy
57,100
+7,800
+16% +$255K 0.27% 89
2016
Q4 		$1.56M Sell
49,300
-4,177
-8% -$128K 0.25% 100
2016
Q3 		$1.68M Buy
53,477
+800
+2% +$25.2K 0.26% 96
2016
Q2 		$1.68M Buy
52,677
+4,975
+10% +$148K 0.26% 97
2016
Q1 		$1.29M Sell
47,702
-2,750
-5% -$69.4K 0.2% 109
2015
Q4 		$1.46M Buy
50,452
+35,125
+229% +$1.08M 0.22% 106
2015
Q3 		$465K Buy
15,327
+6,475
+73% +$233K 0.08% 202
2015
Q2 		$350K Buy
8,852
+252
+3% +$10.9K 0.05% 240
2015
Q1 		$368K Sell
8,600
-1,700
-17% -$75K 0.05% 242
2014
Q4 		$473K Buy
10,300
+2,700
+36% +$132K 0.07% 211
2014
Q3 		$403K Buy
7,600
+2,200
+41% +$115K 0.06% 232
2014
Q2 		$282K Sell
5,400
-40
-0.7% -$1.97K 0.04% 278
2014
Q1 		$253K Hold
5,440
– – 0.04% 291
2013
Q4 		$252K Buy
+5,440
New +$245K 0.04% 276

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Murphy Capital Management's AMJ Position: Q1 2020 in Review

Murphy Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 11,550 shares — an estimated $251K sold.

Murphy Capital Management first reported a position in AMJ in Q4 2013 and held it in 25 quarters. The position peaked at $1.84M in Q1 2017. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Murphy Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Murphy Capital Management sold 11,550 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $251K.
  • Murphy Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 25 quarters.
  • Murphy Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.84M in Q1 2017.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Murphy Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.