CAN
AMJ

Cetera Advisor Networks’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Cetera Advisor Networks’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 		$724K Buy
25,428
+7,344
+41% +$197K ﹤0.01% 1671
2023
Q4 		$459K Buy
18,084
+7,865
+77% +$198K ﹤0.01% 1950
2023
Q3 		$252K Buy
10,219
+53
+0.5% +$1.27K ﹤0.01% 2257
2023
Q2 		$233K Buy
10,166
+38
+0.4% +$855 ﹤0.01% 2247
2023
Q1 		$225K Sell
10,128
-707
-7% -$16K ﹤0.01% 2239
2022
Q4 		$236K Buy
10,835
+363
+3% +$7.97K ﹤0.01% 2158
2022
Q3 		$210K Buy
+10,472
New +$219K ﹤0.01% 1828
2020
Q3 		– Sell
-2,946
Closed -$39K – 3150
2020
Q2 		$39K Buy
+2,946
New +$38.8K ﹤0.01% 2054
2018
Q1 		– Sell
-9,664
Closed -$264K – 1001
2017
Q4 		$264K Sell
9,664
-3,543
-27% -$96.2K 0.01% 793
2017
Q3 		$372K Sell
13,207
-2,967
-18% -$85.3K 0.02% 625
2017
Q2 		$478K Buy
16,174
+1,606
+11% +$49.3K 0.02% 529
2017
Q1 		$470K Sell
14,568
-1,173
-7% -$38.3K 0.02% 523
2016
Q4 		$498K Sell
15,741
-4,225
-21% -$129K 0.03% 487
2016
Q3 		$629K Sell
19,966
-7,035
-26% -$221K 0.02% 521
2016
Q2 		$858K Sell
27,001
-210
-0.8% -$6.25K 0.05% 325
2016
Q1 		$739K Sell
27,211
-11,107
-29% -$280K 0.05% 348
2015
Q4 		$1.11M Sell
38,318
-124,242
-76% -$3.81M 0.07% 255
2015
Q3 		$4.92M Sell
162,560
-17,619
-10% -$633K 0.34% 61
2015
Q2 		$7.72M Hold
180,179
– – 0.49% 40
2015
Q1 		$7.72M Sell
180,179
-25,213
-12% -$1.11M 0.5% 39
2014
Q4 		$9.45M Buy
205,392
+1,414
+0.7% +$69.2K 0.67% 30
2014
Q3 		$10.8M Sell
203,978
-34,289
-14% -$1.8M 0.74% 23
2014
Q2 		$12.4M Sell
238,267
-7,866
-3% -$387K 0.82% 20
2014
Q1 		$11.5M Sell
246,133
-15,345
-6% -$708K 0.82% 21
2013
Q4 		$12.1M Sell
261,478
-44,786
-15% -$2.02M 0.93% 17
2013
Q3 		$13.7M Sell
306,264
-5,320
-2% -$245K 1.18% 15
2013
Q2 		$14.5M Buy
+311,584
New +$14.4M 1.44% 12

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisor Networks's AMJ Position: Q1 2024 in Review

Cetera Advisor Networks increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 41% in Q1 2024, buying an estimated $197K and bringing the position to 25,428 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Cetera Advisor Networks first reported a position in AMJ in Q2 2013 and has held it in 27 quarters since. The position peaked at $14.5M in Q2 2013. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Cetera Advisor Networks held 25,428 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $724K as of Q1 2024.
  • Cetera Advisor Networks bought 7,344 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $197K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1671 holding.
  • Cetera Advisor Networks first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and has held it in 27 quarters since.
  • Cetera Advisor Networks's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $14.5M in Q2 2013.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.