WAM
AMJ

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

Wolverine Asset 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
2022
Q4 		– Sell
-17,909
Closed -$359K – 2399
2022
Q3 		$359K Buy
+17,909
New +$375K ﹤0.01% 1120
2020
Q3 		– Sell
-48,016
Closed -$633K – 1824
2020
Q2 		$633K Buy
+48,016
New +$632K 0.01% 666
2018
Q2 		– Sell
-54,523
Closed -$1.31M – 1635
2018
Q1 		$1.31M Buy
+54,523
New +$1.49M 0.02% 674
2017
Q4 		– Sell
-131,221
Closed -$3.7M – 1644
2017
Q3 		$3.7M Buy
131,221
+59,073
+82% +$1.7M 0.04% 314
2017
Q2 		$2.14M Buy
+72,148
New +$2.22M 0.03% 424
2016
Q2 		– Sell
-700
Closed -$18K – 1375
2016
Q1 		$18K Buy
700
+214
+44% +$5.4K ﹤0.01% 1008
2015
Q4 		$14K Buy
+486
New +$14.9K ﹤0.01% 1376

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return