Jp Morgan Alerian Mlp Index shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Jp Morgan Alerian Mlp Index (AMJ) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Jp Morgan Alerian Mlp Index
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Quarterly reported holdings in Jp Morgan Alerian Mlp Index by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25k | 866 | 28.49 |
| 2023-12-31 | $73k | 2.9k | 25.36 |
| 2023-09-30 | $46k | 1.9k | 24.70 |
| 2023-06-30 | $54k | 2.4k | 22.91 |
| 2023-03-31 | $53k | 2.4k | 22.19 |
| 2022-12-31 | $52k | 2.4k | 21.75 |
| 2022-09-30 | $47k | 2.4k | 19.86 |
| 2022-06-30 | $45k | 2.4k | 19.02 |
| 2022-03-31 | $49k | 2.4k | 20.71 |
| 2021-12-31 | $42k | 2.4k | 17.75 |
| 2021-09-30 | $43k | 2.4k | 18.17 |
| 2021-06-30 | $46k | 2.4k | 19.44 |
| 2021-03-31 | $39k | 2.4k | 16.48 |
| 2020-12-31 | $33k | 2.4k | 13.95 |
| 2018-09-30 | $206k | 7.5k | 27.43 |
| 2017-12-31 | $1.9M | 69k | 27.48 |
| 2017-09-30 | $282k | 10k | 28.20 |
| 2017-06-30 | $505k | 17k | 29.71 |
| 2017-03-31 | $670k | 21k | 32.29 |
| 2016-12-31 | $1.0M | 32k | 31.62 |
| 2016-09-30 | $929k | 30k | 31.49 |
| 2016-06-30 | $2.6M | 82k | 31.81 |
| 2016-03-31 | $3.9M | 143k | 27.09 |
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