Allworth Financial
AMJ icon

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

Allworth 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
2018
Q3 		– Sell
-39
Closed -$1K – 1010
2018
Q2 		$1K Buy
+39
New +$1.02K ﹤0.01% 912

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Allworth Financial's AMJ Position: Q3 2018 in Review

Allworth Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 39 shares — an estimated $1K sold.

Allworth Financial first reported a position in AMJ in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Allworth Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
  • Allworth Financial sold 39 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $1K.
  • Allworth Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 1 quarter.
  • Allworth Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1K in Q2 2018.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Allworth Financial's 13F filing for Q3 2018, filed 30 Oct 2018.