AMJ β€” JP Morgan Alerian MLP Index

Ownership history in WALNUT PRIVATE EQUITY PARTNERS, LLC  Β·  35 quarters on record

AI Ownership Summary

WALNUT PRIVATE EQUITY PARTNERS, LLC reported JP Morgan Alerian MLP Index (AMJ) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows AMJ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WALNUT PRIVATE EQUITY PARTNERS, LLC's position in JP Morgan Alerian MLP Index, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WALNUT PRIVATE EQUITY PARTNERS, LLC held AMJ β€” position size vs. price
% of Fund (quarterly)    AMJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 345 β€” 0% 0.01% $10K 2026-02-14 (Est.) $28.30
2025 Q3 UNCHANGED 345 β€” 0% 0.01% $10K 2025-10-09 $28.30
2025 Q2 UNCHANGED 345 β€” 0% 0.01% $10K 2025-07-07 $28.30
2025 Q1 UNCHANGED 345 β€” 0% 0.01% $11K 2025-04-07 $28.30
2024 Q4 UNCHANGED 345 β€” 0% 0.01% $10K 2025-01-21 $28.30
2024 Q3 UNCHANGED 345 β€” 0% 0.01% $10K 2024-10-07 $28.30
2024 Q1 UNCHANGED 345 β€” 0% 0.01% $10K 2024-04-08 $28.71
2023 Q4 UNCHANGED 345 β€” 0% 0.01% $9K 2024-01-24 $25.49
27 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AMJ

As of 2025 Q4 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About WALNUT PRIVATE EQUITY PARTNERS, LLC and AMJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has WALNUT PRIVATE EQUITY PARTNERS, LLC reported owning AMJ?

WALNUT PRIVATE EQUITY PARTNERS, LLC reported AMJ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMJ position in WALNUT PRIVATE EQUITY PARTNERS, LLC's portfolio?

The largest reported portfolio weight for AMJ was 0.01% in 2024 Q1.

What is the latest reported AMJ position on this page?

The most recent filing on this page is 2025 Q4, when WALNUT PRIVATE EQUITY PARTNERS, LLC reported 345 shares, equal to 0.01% of portfolio, with an estimated market value of $10K.

What does the chart on this AMJ ownership page compare?

The chart compares WALNUT PRIVATE EQUITY PARTNERS, LLC's quarterly AMJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WALNUT PRIVATE EQUITY PARTNERS, LLC Holdings