Smallwood Wealth Investment Management »

Jp Morgan Alerian Mlp Index shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 61k 25.36
2023-09-30 $1.5M 59k 24.70
2023-06-30 $1.3M 58k 22.91
2023-03-31 $1.3M 58k 22.19
2022-12-31 $1.3M 58k 21.75
2022-09-30 $1.3M 66k 20.06
2022-06-30 $1.4M 73k 18.96
2022-03-31 $1.5M 74k 20.91
2021-12-31 $1.3M 75k 17.81