Cambridge Investment Research Advisors
AMJ

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

Cambridge Investment Research 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
2024
Q2 		– Sell
-11,135
Closed -$317K – 3468
2024
Q1 		$317K Buy
11,135
+1,025
+10% +$27.6K ﹤0.01% 2660
2023
Q4 		$256K Sell
10,110
-106
-1% -$2.66K ﹤0.01% 2714
2023
Q3 		$252K Sell
10,216
-4,816
-32% -$115K ﹤0.01% 2634
2023
Q2 		$344K Sell
15,032
-670
-4% -$15.1K ﹤0.01% 2426
2023
Q1 		$348K Buy
15,702
+6
+0% +$135 ﹤0.01% 2354
2022
Q4 		$341K Buy
15,696
+2,048
+15% +$45K ﹤0.01% 2328
2022
Q3 		$274K Sell
13,648
-1,977
-13% -$41.4K ﹤0.01% 2444
2022
Q2 		$296K Sell
15,625
-496
-3% -$10.4K ﹤0.01% 2399
2022
Q1 		$337K Buy
16,121
+903
+6% +$18.1K ﹤0.01% 2448
2021
Q4 		$271K Buy
15,218
+30
+0.2% +$555 ﹤0.01% 2626
2021
Q3 		$276K Buy
15,188
+4,014
+36% +$72.9K ﹤0.01% 2534
2021
Q2 		$220K Sell
11,174
-1,482
-12% -$27.6K ﹤0.01% 2741
2021
Q1 		$210K Sell
12,656
-1,447
-10% -$23K ﹤0.01% 2581
2020
Q4 		$196K Sell
14,103
-6,887
-33% -$89.6K ﹤0.01% 2485
2020
Q3 		$226K Sell
20,990
-10,537
-33% -$132K ﹤0.01% 2161
2020
Q2 		$416K Buy
31,527
+1,973
+7% +$26K ﹤0.01% 1664
2020
Q1 		$267K Sell
29,554
-4,344
-13% -$75.9K ﹤0.01% 1741
2019
Q4 		$739K Buy
33,898
+436
+1% +$9.38K 0.01% 1330
2019
Q3 		$779K Sell
33,462
-388
-1% -$9.37K 0.01% 1219
2019
Q2 		$850K Sell
33,850
-12,096
-26% -$305K 0.01% 1113
2019
Q1 		$1.17M Sell
45,946
-3,228
-7% -$80.6K 0.01% 962
2018
Q4 		$1.1M Buy
49,174
+10,243
+26% +$259K 0.01% 889
2018
Q3 		$1.07M Buy
38,931
+7,855
+25% +$219K 0.01% 990
2018
Q2 		$826K Sell
31,076
-3,649
-11% -$95.5K 0.01% 1090
2018
Q1 		$833K Sell
34,725
-1,227
-3% -$33.6K 0.01% 1037
2017
Q4 		$988K Sell
35,952
-2,853
-7% -$77.4K 0.01% 911
2017
Q3 		$1.09M Sell
38,805
-6,865
-15% -$197K 0.01% 811
2017
Q2 		$1.36M Buy
45,670
+2,341
+5% +$71.9K 0.02% 665
2017
Q1 		$1.4M Buy
43,329
+57
+0.1% +$1.86K 0.02% 590
2016
Q4 		$1.37M Sell
43,272
-3,844
-8% -$117K 0.03% 553
2016
Q3 		$1.48M Sell
47,116
-11,582
-20% -$364K 0.03% 524
2016
Q2 		$1.87M Buy
58,698
+12,112
+26% +$361K 0.04% 398
2016
Q1 		$1.26M Sell
46,586
-1,357
-3% -$34.2K 0.03% 484
2015
Q4 		$1.39M Sell
47,943
-22,583
-32% -$693K 0.03% 450
2015
Q3 		$2.14M Sell
70,526
-6,942
-9% -$250K 0.06% 293
2015
Q2 		$3.07M Sell
77,468
-11,322
-13% -$492K 0.08% 235
2015
Q1 		$3.8M Sell
88,790
-5,994
-6% -$264K 0.11% 196
2014
Q4 		$4.36M Sell
94,784
-10,826
-10% -$529K 0.13% 149
2014
Q3 		$5.61M Buy
105,610
+12,064
+13% +$632K 0.17% 128
2014
Q2 		$4.9M Buy
93,546
+4,383
+5% +$216K 0.17% 119
2014
Q1 		$4.15M Sell
89,163
-995
-1% -$45.9K 0.16% 129
2013
Q4 		$4.18M Buy
90,158
+1,450
+2% +$65.4K 0.17% 122
2013
Q3 		$3.96M Sell
88,708
-7,246
-8% -$333K 0.17% 124
2013
Q2 		$4.47M Buy
+95,954
New +$4.44M 0.23% 95

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

Cambridge Investment Research Advisors's AMJ Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 11,135 shares — an estimated $317K sold.

Cambridge Investment Research Advisors first reported a position in AMJ in Q2 2013 and held it in 44 quarters. The position peaked at $5.61M in Q3 2014. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,135 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $317K.
  • Cambridge Investment Research Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 44 quarters.
  • Cambridge Investment Research Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.61M in Q3 2014.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.