AWM
AMJ

Activest Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Activest Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,090
Closed -$20.3K – 591
2022
Q4 		$20.3K Hold
1,090
– – 0.01% 259
2022
Q3 		$20K Buy
+1,090
New +$22.8K 0.01% 256

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Activest Wealth Management's AMJ Position: Q1 2023 in Review

Activest Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 1,090 shares — an estimated $20.3K sold.

Activest Wealth Management first reported a position in AMJ in Q3 2022 and held it in 2 quarters. The position peaked at $20.3K in Q4 2022. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

  • Activest Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,090 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $20.3K.
  • Activest Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $20.3K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.