CPA
AMJ

Clear Point Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Clear Point 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
-296
Closed -$8.44K – 595
2024
Q1 		$8.44K Buy
296
+4
+1% +$108 0.01% 346
2023
Q4 		$7.4K Buy
+292
New +$7.33K 0.01% 336

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Clear Point Advisors's AMJ Position: Q2 2024 in Review

Clear Point Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 296 shares — an estimated $8.44K sold.

Clear Point Advisors first reported a position in AMJ in Q4 2023 and held it in 2 quarters. The position peaked at $8.44K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Clear Point Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Clear Point Advisors sold 296 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $8.44K.
  • Clear Point Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2023 and held it in 2 quarters.
  • Clear Point Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.44K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Clear Point Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.