SSG
AMJ

Summit Securities Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Summit Securities Group’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
-162
Closed -$413K – 395
2019
Q1 		$413K Sell
162
-464
-74% -$11.6K 0.08% 135
2018
Q4 		$1.4M Hold
626
– – 0.12% 110
2018
Q3 		$342K Buy
+626
New +$17.5K 0.13% 110

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Securities Group's AMJ Position: Q4 2020 in Review

Summit Securities Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 10,300 shares — an estimated $111K sold.

Summit Securities Group first reported a position in AMJ in Q3 2014 and held it in 8 quarters. The position peaked at $964K in Q2 2019. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Summit Securities Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Summit Securities Group sold 10,300 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $111K.
  • Summit Securities Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and held it in 8 quarters.
  • Summit Securities Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $964K in Q2 2019.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Summit Securities Group's 13F filing for Q4 2020, filed 25 Feb 2021.