AIM
AMJ

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

Axiom Investment 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
2019
Q3 		– Sell
-163
Closed -$4K – 441
2019
Q2 		$4K Buy
163
+39
+31% +$982 ﹤0.01% 446
2019
Q1 		$3K Buy
+124
New +$3.1K ﹤0.01% 430

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Axiom Investment Management's AMJ Position: Q3 2019 in Review

Axiom Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 163 shares — an estimated $4K sold.

Axiom Investment Management first reported a position in AMJ in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Axiom Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 163 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $4K.
  • Axiom Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.