BCMLT
AMJ

Beacon Capital Management LLC (Tennessee)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q2 		– Sell
-467
Closed -$13.3K – 1111
2024
Q1 		$13.3K Hold
467
– – ﹤0.01% 527
2023
Q4 		$11.5K Hold
467
– – ﹤0.01% 489
2023
Q3 		$10.7K Hold
467
– – ﹤0.01% 547
2023
Q2 		$10.7K Sell
467
-165
-26% -$3.71K ﹤0.01% 547
2023
Q1 		$14K Buy
632
+165
+35% +$3.73K ﹤0.01% 427
2022
Q4 		$10.2K Sell
467
-467
-50% -$10.3K ﹤0.01% 507
2022
Q3 		$18K Hold
934
– – 0.01% 371
2022
Q2 		$20K Hold
934
– – 0.01% 404
2022
Q1 		$20K Buy
+934
New +$18.8K ﹤0.01% 404

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AMJ Position: Q2 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 467 shares — an estimated $13.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AMJ in Q1 2022 and held it in 9 quarters. The position peaked at $20K in Q2 2022. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 467 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $13.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2022 and held it in 9 quarters.
  • Beacon Capital Management LLC (Tennessee)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $20K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2024, filed 24 Jul 2024.