Gupta Wealth Management »

Jp Morgan Alerian Mlp Index shares owned by Gupta Wealth Management

Quarter-by-quarter ownership of Jp Morgan Alerian Mlp Index (AMJ) shares owned by Gupta Wealth Management from 13F filings

Historical chart of Gupta Wealth Management investment in Jp Morgan Alerian Mlp Index

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Alerian Mlp Index held by Gupta Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jp Morgan Alerian Mlp Index by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $837k 31k 27.08
2015-12-31 $610k 21k 28.99
2015-09-30 $1.3M 42k 30.38
2015-06-30 $1.9M 47k 39.61
2015-03-31 $2.2M 50k 42.79

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta Wealth Management

Top funds holding Jp Morgan Alerian Mlp Index

Jpmorgan Chase & Co
Mariner Wealth Advisors
Goldman Sachs Group
Parkside Financial Bank & Trust
Norden Group
Fortem Financial Group
Baird Financial
Noesis Capital Management Corp.
MAI Wealth Advisors
Commerce Bank N A
Creative Planning
FF Advisors
Virtu Financial
Atria Wealth Solutions
Pathstone Holdings

View all funds holding Jp Morgan Alerian Mlp Index