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Advisornet Financial’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Advisornet Financial’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
2022
Q4 		– Sell
-350
Closed -$7K – 2520
2022
Q3 		$7K Hold
350
– – ﹤0.01% 1454
2022
Q2 		$7K Hold
350
– – ﹤0.01% 1448
2022
Q1 		$7K Hold
350
– – ﹤0.01% 1553
2021
Q4 		$6K Sell
350
-746
-68% -$13.8K ﹤0.01% 1629
2021
Q3 		$20K Hold
1,096
– – ﹤0.01% 1257
2021
Q2 		$22K Hold
1,096
– – ﹤0.01% 1207
2021
Q1 		$18K Hold
1,096
– – ﹤0.01% 1225
2020
Q4 		$15K Sell
1,096
-2,753
-72% -$35.8K ﹤0.01% 1206
2020
Q3 		$41K Sell
3,849
-850
-18% -$10.7K ﹤0.01% 911
2020
Q2 		$62K Buy
4,699
+313
+7% +$4.12K 0.01% 795
2020
Q1 		$40K Buy
4,386
+61
+1% +$1.07K ﹤0.01% 877
2019
Q4 		$94K Sell
4,325
-1,386
-24% -$29.8K 0.01% 700
2019
Q3 		$133K Buy
5,711
+72
+1% +$1.74K 0.01% 599
2019
Q2 		$142K Buy
5,639
+58
+1% +$1.46K 0.02% 517
2019
Q1 		$142K Sell
5,581
-2,466
-31% -$61.6K 0.02% 477
2018
Q4 		$180K Buy
8,047
+68
+0.9% +$1.72K 0.02% 409
2018
Q3 		$219K Sell
7,979
-273
-3% -$7.62K 0.03% 401
2018
Q2 		$219K Sell
8,252
-170
-2% -$4.45K 0.03% 386
2018
Q1 		$202K Sell
8,422
-3,391
-29% -$92.9K 0.03% 390
2017
Q4 		$324K Buy
+11,813
New +$321K 0.05% 268

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Advisornet Financial's AMJ Position: Q4 2022 in Review

Advisornet Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 350 shares — an estimated $7K sold.

Advisornet Financial first reported a position in AMJ in Q4 2017 and held it in 20 quarters. The position peaked at $324K in Q4 2017. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

  • Advisornet Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 350 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $7K.
  • Advisornet Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 20 quarters.
  • Advisornet Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $324K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.