Jp Morgan Alerian Mlp Index shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Jp Morgan Alerian Mlp Index (AMJ) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Jp Morgan Alerian Mlp Index
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Quarterly reported holdings in Jp Morgan Alerian Mlp Index by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 65k | 28.49 |
| 2023-12-31 | $2.0M | 80k | 25.36 |
| 2023-09-30 | $2.0M | 80k | 24.70 |
| 2023-06-30 | $1.6M | 70k | 22.91 |
| 2023-03-31 | $1.6M | 70k | 22.19 |
| 2022-12-31 | $1.6M | 75k | 21.75 |
| 2022-09-30 | $2.7M | 135k | 20.06 |
| 2022-06-30 | $2.8M | 150k | 18.96 |
| 2022-03-31 | $3.3M | 160k | 20.91 |
| 2021-12-31 | $3.4M | 190k | 17.81 |
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