CT
AMJ

Clearstead Trust’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Clearstead Trust’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
2023
Q4 		– Sell
-177
Closed -$4.37K – 478
2023
Q3 		$4.37K Hold
177
– – ﹤0.01% 387
2023
Q2 		$4.06K Hold
177
– – ﹤0.01% 338
2023
Q1 		$3.93K Sell
177
-248
-58% -$5.6K ﹤0.01% 326
2022
Q4 		$9K Hold
425
– – ﹤0.01% 317
2022
Q3 		$9K Buy
+425
New +$8.9K ﹤0.01% 297

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Clearstead Trust's AMJ Position: Q4 2023 in Review

Clearstead Trust sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 177 shares — an estimated $4.37K sold.

Clearstead Trust first reported a position in AMJ in Q3 2022 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 187 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Clearstead Trust reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Clearstead Trust sold 177 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $4.37K.
  • Clearstead Trust first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2022 and held it in 5 quarters.
  • Clearstead Trust's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Clearstead Trust's 13F filing for Q4 2023, filed 6 Feb 2024.