B&D White Capital Company’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

B&D White Capital Company’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 Q2	–	Sell	-40,749	Closed	-$904K	–	77
2023 Q1	$904K	Sell	40,749 -798	-2%	-$18K	0.31%	34
2022 Q4	$904K	Buy	+41,547	New	+$912K	0.23%	47
2021 Q1	–	Sell	-3,480	Closed	-$48K	–	89
2020 Q4	$48K	Buy	+3,480	New	+$45.3K	0.03%	56

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 $5.7B AUM 32.06% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

B&D White Capital Company's AMJ Position: Q2 2023 in Review

B&D White Capital Company sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2023, closing a stake of 40,749 shares — an estimated $904K sold.

B&D White Capital Company first reported a position in AMJ in Q4 2020 and held it in 3 quarters. The position peaked at $904K in Q1 2023. 173 funds tracked by Wall St. Rank hold AMJ as of Q2 2023.

B&D White Capital Company reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2023 after selling out during the quarter.
B&D White Capital Company sold 40,749 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2023, an estimated $904K.
B&D White Capital Company first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2020 and held it in 3 quarters.
B&D White Capital Company's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $904K in Q1 2023.
173 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2023.

Based on B&D White Capital Company's 13F filing for Q2 2023, filed 4 Aug 2023.