BAM
AMJ

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

Belpointe Asset 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
2023
Q2 		– Sell
-5,520
Closed -$122K – 3585
2023
Q1 		$122K Sell
5,520
-138
-2% -$3.12K 0.01% 1194
2022
Q4 		$123K Sell
5,658
-1,302
-19% -$28.6K 0.01% 1130
2022
Q3 		$139K Sell
6,960
-8,420
-55% -$176K 0.01% 993
2022
Q2 		$292K Buy
15,380
+1,231
+9% +$25.9K 0.02% 688
2022
Q1 		$296K Buy
14,149
+7,980
+129% +$160K 0.02% 729
2021
Q4 		$110K Sell
6,169
-9,610
-61% -$178K 0.01% 1150
2021
Q3 		$287K Sell
15,779
-1,710
-10% -$31K 0.02% 702
2021
Q2 		$344K Buy
17,489
+11,111
+174% +$207K 0.02% 626
2021
Q1 		$106K Sell
6,378
-14,572
-70% -$231K 0.01% 985
2020
Q4 		$291K Sell
20,950
-3,107
-13% -$40.4K 0.03% 567
2020
Q3 		$259K Buy
+24,057
New +$302K 0.03% 487
2020
Q1 		– Sell
-11,213
Closed -$244K – 819
2019
Q4 		$244K Sell
11,213
-683
-6% -$14.7K 0.03% 486
2019
Q3 		$277K Buy
+11,896
New +$287K 0.04% 409
2019
Q1 		– Sell
-6,164
Closed -$138K – 603
2018
Q4 		$138K Sell
6,164
-147,515
-96% -$3.73M 0.04% 413
2018
Q3 		$4.22M Buy
+153,679
New +$4.29M 0.67% 22
2017
Q4 		– Sell
-9,292
Closed -$262K – 501
2017
Q3 		$262K Buy
+9,292
New +$267K 0.06% 344

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.8B AUM 22.23% 1-Year Est. Return

Belpointe Asset Management's AMJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2023, closing a stake of 5,520 shares — an estimated $122K sold.

Belpointe Asset Management first reported a position in AMJ in Q3 2017 and held it in 16 quarters. The position peaked at $4.22M in Q3 2018. 172 funds tracked by Wall St. Rank hold AMJ as of Q2 2023.

  • Belpointe Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 5,520 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2023, an estimated $122K.
  • Belpointe Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2017 and held it in 16 quarters.
  • Belpointe Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.22M in Q3 2018.
  • 172 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.