CHA
AMJ

Carmichael Hill & Associates’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Carmichael Hill & Associates’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
-1,982
Closed -$56.5K – 793
2024
Q1 		$56.5K Sell
1,982
-947
-32% -$25.5K 0.02% 331
2023
Q4 		$74.3K Sell
2,929
-345
-11% -$8.66K 0.03% 292
2023
Q3 		$80.9K Buy
3,274
+5
+0.2% +$120 0.04% 264
2023
Q2 		$74.9K Sell
3,269
-100
-3% -$2.25K 0.03% 273
2023
Q1 		$74.8K Buy
3,369
+5
+0.1% +$113 0.04% 258
2022
Q4 		$73.2K Buy
3,364
+4
+0.1% +$88 0.04% 275
2022
Q3 		$67K Sell
3,360
-474
-12% -$9.92K 0.04% 280
2022
Q2 		$73K Buy
3,834
+11
+0.3% +$232 0.04% 276
2022
Q1 		$80K Sell
3,823
-589
-13% -$11.8K 0.04% 280
2021
Q4 		$79K Sell
4,412
-386
-8% -$7.14K 0.04% 282
2021
Q3 		$87K Buy
4,798
+12
+0.3% +$218 0.04% 265
2021
Q2 		$94K Sell
4,786
-989
-17% -$18.4K 0.05% 252
2021
Q1 		$96K Buy
5,775
+12
+0.2% +$191 0.05% 238
2020
Q4 		$80K Sell
5,763
-843
-13% -$11K 0.05% 257
2020
Q3 		$71K Buy
6,606
+20
+0.3% +$251 0.05% 257
2020
Q2 		$87K Buy
6,586
+514
+8% +$6.77K 0.06% 213
2020
Q1 		$55K Buy
6,072
+21
+0.3% +$367 0.05% 241
2019
Q4 		$132K Buy
+6,051
New +$130K 0.09% 171

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

Carmichael Hill & Associates's AMJ Position: Q2 2024 in Review

Carmichael Hill & Associates sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 1,982 shares — an estimated $56.5K sold.

Carmichael Hill & Associates first reported a position in AMJ in Q4 2019 and held it in 18 quarters. The position peaked at $132K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Carmichael Hill & Associates reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 1,982 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $56.5K.
  • Carmichael Hill & Associates first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 18 quarters.
  • Carmichael Hill & Associates's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $132K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Carmichael Hill & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.