CWM
AMJ

Connecticut Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Connecticut Wealth Management’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
2021
Q2 		– Sell
-31,026
Closed -$3.53M – 229
2021
Q1 		$3.53M Buy
+31,026
New +$493K 0.32% 34

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Connecticut Wealth Management's AMJ Position: Q2 2021 in Review

Connecticut Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2021, closing a stake of 31,026 shares — an estimated $3.53M sold.

Connecticut Wealth Management first reported a position in AMJ in Q1 2021 and held it in 1 quarter. The position peaked at $3.53M in Q1 2021. 181 funds tracked by Wall St. Rank hold AMJ as of Q2 2021.

  • Connecticut Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 31,026 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2021, an estimated $3.53M.
  • Connecticut Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 1 quarter.
  • Connecticut Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.53M in Q1 2021.
  • 181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2021.

Based on Connecticut Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.