SB
AMJ

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

Simmons Bank’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
2019
Q2 		– Sell
-7,946
Closed -$203K – 381
2019
Q1 		$203K Buy
+7,946
New +$198K 0.02% 367
2018
Q4 		– Sell
-13,647
Closed -$374K – 367
2018
Q3 		$374K Sell
13,647
-650
-5% -$18.1K 0.04% 289
2018
Q2 		$380K Sell
14,297
-438
-3% -$11.5K 0.03% 275
2018
Q1 		$354K Sell
14,735
-24,197
-62% -$663K 0.03% 276
2017
Q4 		$1.07M Buy
38,932
+4,124
+12% +$112K 0.11% 147
2017
Q3 		$982K Buy
34,808
+2,142
+7% +$61.6K 0.1% 160
2017
Q2 		$970K Buy
32,666
+22,384
+218% +$688K 0.11% 153
2017
Q1 		$332K Buy
+10,282
New +$336K 0.04% 243

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return