Coastwise Capital Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Coastwise Capital Group’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	–	Sell	-12,258	Closed	-$311K	–	125
2023 Q4	$311K	Sell	12,258 -1,649	-12%	-$41.4K	0.32%	82
2023 Q3	$344K	Sell	13,907 -1,430	-9%	-$34.2K	0.39%	73
2023 Q2	$351K	Buy	15,337 +81	+0.5%	+$1.82K	0.4%	73
2023 Q1	$339K	Sell	15,256 -223	-1%	-$5.03K	0.39%	77
2022 Q4	$337K	Sell	15,479 -29	-0.2%	-$637	0.4%	73
2022 Q3	$311K	Buy	15,508 +70	+0.5%	+$1.47K	0.49%	65
2022 Q2	$293K	Sell	15,438 -1,168	-7%	-$24.6K	0.36%	76
2022 Q1	$347K	Buy	+16,606	New	+$334K	0.43%	71

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 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 New York $871B AUM 31.28% 1-Year Est. Return

Coastwise Capital Group's AMJ Position: Q1 2024 in Review

Coastwise Capital Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 12,258 shares — an estimated $311K sold.

Coastwise Capital Group first reported a position in AMJ in Q1 2022 and held it in 8 quarters. The position peaked at $351K in Q2 2023. 168 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

Coastwise Capital Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
Coastwise Capital Group sold 12,258 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $311K.
Coastwise Capital Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2022 and held it in 8 quarters.
Coastwise Capital Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $351K in Q2 2023.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Coastwise Capital Group's 13F filing for Q1 2024, filed 14 May 2024.