CIA
AMJ

Cape Investment Advisory’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-121
Closed -$3.07K – 1201
2023
Q4 		$3.07K Buy
121
+2
+2% +$50 ﹤0.01% 860
2023
Q3 		$2.94K Buy
119
+2
+2% +$48 ﹤0.01% 754
2023
Q2 		$2.68K Buy
117
+2
+2% +$45 ﹤0.01% 746
2023
Q1 		$2.55K Buy
+115
New +$2.6K ﹤0.01% 784

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cape Investment Advisory's AMJ Position: Q1 2024 in Review

Cape Investment Advisory sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 121 shares — an estimated $3.07K sold.

Cape Investment Advisory first reported a position in AMJ in Q1 2023 and held it in 4 quarters. The position peaked at $3.07K in Q4 2023. 168 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Cape Investment Advisory reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 121 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $3.07K.
  • Cape Investment Advisory first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2023 and held it in 4 quarters.
  • Cape Investment Advisory's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.07K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.