BAIA
AMJ

Bel Air Investment Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bel Air Investment 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
2021
Q2 		– Sell
-21,000
Closed -$348K – 494
2021
Q1 		$348K Buy
+21,000
New +$333K 0.01% 303

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bel Air Investment Advisors's AMJ Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2021, closing a stake of 21,000 shares — an estimated $348K sold.

Bel Air Investment Advisors first reported a position in AMJ in Q1 2021 and held it in 1 quarter. The position peaked at $348K in Q1 2021. 181 funds tracked by Wall St. Rank hold AMJ as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 21,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2021, an estimated $348K.
  • Bel Air Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $348K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.