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 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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Wolverine Asset Management's AMJ Position: Q4 2022 in Review

Wolverine Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 17,909 shares — an estimated $359K sold.

Wolverine Asset Management first reported a position in AMJ in Q4 2015 and held it in 7 quarters. The position peaked at $3.7M in Q3 2017. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

Wolverine Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
Wolverine Asset Management sold 17,909 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $359K.
Wolverine Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 7 quarters.
Wolverine Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.7M in Q3 2017.
182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Wolverine Asset Management's 13F filing for Q4 2022, filed 1 Feb 2023.