APA
AMJ

American Portfolios Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

American Portfolios Advisors’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
Q3 		$44.9K Hold
2,240
– – ﹤0.01% 1773
2022
Q2 		$42.5K Hold
2,240
– – ﹤0.01% 1854
2022
Q1 		$46.8K Hold
2,240
– – ﹤0.01% 1910
2021
Q4 		$39.9K Hold
2,240
– – ﹤0.01% 1972
2021
Q3 		$40.7K Hold
2,240
– – ﹤0.01% 1887
2021
Q2 		$44K Hold
2,240
– – ﹤0.01% 1790
2021
Q1 		$37.2K Hold
2,240
– – ﹤0.01% 1736
2020
Q4 		$31.1K Sell
2,240
-425
-16% -$5.53K ﹤0.01% 1608
2020
Q3 		$28.7K Hold
2,665
– – ﹤0.01% 1531
2020
Q2 		$35.2K Hold
2,665
– – ﹤0.01% 1419
2020
Q1 		$24.1K Sell
2,665
-4,511
-63% -$78.8K ﹤0.01% 1464
2019
Q4 		$157K Buy
7,176
+2,059
+40% +$44.3K 0.01% 844
2019
Q3 		$119K Buy
5,117
+90
+2% +$2.17K 0.01% 919
2019
Q2 		$126K Buy
5,027
+294
+6% +$7.41K 0.01% 893
2019
Q1 		$121K Buy
4,733
+67
+1% +$1.67K 0.01% 815
2018
Q4 		$104K Buy
4,666
+284
+6% +$7.18K 0.01% 715
2018
Q3 		$120K Buy
4,382
+382
+10% +$10.7K 0.01% 758
2018
Q2 		$106K Buy
4,000
+46
+1% +$1.2K 0.01% 780
2018
Q1 		$94.9K Buy
3,954
+547
+16% +$15K 0.01% 775
2017
Q4 		$93.6K Buy
+3,407
New +$92.5K 0.01% 756

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 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 $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ECM
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
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

American Portfolios Advisors's AMJ Position: Q3 2022 in Review

American Portfolios Advisors held its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) position steady in Q3 2022 at 2,240 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

American Portfolios Advisors first reported a position in AMJ in Q4 2017 and has held it in 20 quarters since. The position peaked at $157K in Q4 2019. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

  • American Portfolios Advisors held 2,240 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $44.9K as of Q3 2022.
  • American Portfolios Advisors left its JP Morgan Alerian MLP Index ETN 5/24/24 share count unchanged in Q3 2022.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1773 holding.
  • American Portfolios Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $157K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.