BLC
AMJ

Brown, Lisle/Cummings’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Brown, Lisle/Cummings’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
2022
Q2 		– Sell
-350
Closed -$7.32K – 499
2022
Q1 		$7.32K Hold
350
– – ﹤0.01% 414
2021
Q4 		$6.23K Buy
+350
New +$6.48K ﹤0.01% 406

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 $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Brown, Lisle/Cummings's AMJ Position: Q2 2022 in Review

Brown, Lisle/Cummings sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2022, closing a stake of 350 shares — an estimated $7.32K sold.

Brown, Lisle/Cummings first reported a position in AMJ in Q4 2021 and held it in 2 quarters. The position peaked at $7.32K in Q1 2022. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

  • Brown, Lisle/Cummings reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2022 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 350 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2022, an estimated $7.32K.
  • Brown, Lisle/Cummings first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 2 quarters.
  • Brown, Lisle/Cummings's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.32K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2022, filed 1 Jul 2024.