CIAS
AMJ

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

Capital Investment Advisory Services’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
Q4 		– Sell
-100
Closed -$2K – 885
2022
Q3 		$2K Sell
100
-21,515
-100% -$450K ﹤0.01% 781
2022
Q2 		$410K Sell
21,615
-2,836
-12% -$59.7K 0.05% 291
2022
Q1 		$511K Buy
24,451
+292
+1% +$5.86K 0.06% 276
2021
Q4 		$430K Sell
24,159
-19,370
-44% -$358K 0.05% 302
2021
Q3 		$791K Sell
43,529
-1,314
-3% -$23.9K 0.1% 191
2021
Q2 		$881K Sell
44,843
-1,836
-4% -$34.2K 0.11% 184
2021
Q1 		$774K Sell
46,679
-88
-0.2% -$1.4K 0.11% 182
2020
Q4 		$650K Buy
46,767
+226
+0.5% +$2.94K 0.1% 208
2020
Q3 		$502K Buy
46,541
+17,660
+61% +$222K 0.09% 198
2020
Q2 		$381K Buy
28,881
+639
+2% +$8.42K 0.08% 218
2020
Q1 		$255K Buy
28,242
+12,011
+74% +$210K 0.06% 248
2019
Q4 		$354K Buy
16,231
+2,024
+14% +$43.6K 0.09% 209
2019
Q3 		$331K Buy
14,207
+3,888
+38% +$93.9K 0.09% 202
2019
Q2 		$266K Buy
10,319
+437
+4% +$11K 0.08% 233
2019
Q1 		$252K Sell
9,882
-699
-7% -$17.5K 0.09% 185
2018
Q4 		$236K Buy
10,581
+1,825
+21% +$46.2K 0.1% 179
2018
Q3 		$240K Buy
+8,756
New +$244K 0.11% 186

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Capital Investment Advisory Services's AMJ Position: Q4 2022 in Review

Capital Investment Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Capital Investment Advisory Services first reported a position in AMJ in Q3 2018 and held it in 17 quarters. The position peaked at $881K in Q2 2021. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

  • Capital Investment Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
  • Capital Investment Advisory Services sold 100 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $2K.
  • Capital Investment Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2018 and held it in 17 quarters.
  • Capital Investment Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $881K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Capital Investment Advisory Services's 13F filing for Q4 2022, filed 3 Feb 2023.