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AMJ

Coppell Advisory Solutions’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Coppell Advisory Solutions’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 		$117K Sell
4,628
-1,745
-27% -$43.8K 0.02% 335
2023
Q3 		$139K Buy
6,373
+1,675
+36% +$40.1K 0.05% 190
2023
Q2 		$107K Buy
+4,698
New +$106K 0.03% 257
2023
Q1 		– Sell
-6,373
Closed -$139K – 1156
2022
Q4 		$139K Buy
+6,373
New +$140K 0.05% 194

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $15.5B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coppell Advisory Solutions's AMJ Position: Q4 2023 in Review

Coppell Advisory Solutions reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 27% in Q4 2023, selling an estimated $43.8K and leaving 4,628 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #335.

Coppell Advisory Solutions first reported a position in AMJ in Q4 2022 and has held it in 4 quarters since. The position peaked at $139K in Q3 2023. 186 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Coppell Advisory Solutions held 4,628 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $117K as of Q4 2023.
  • Coppell Advisory Solutions sold 1,745 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $43.8K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.02% of Coppell Advisory Solutions's portfolio in Q4 2023, its #335 holding.
  • Coppell Advisory Solutions first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2022 and has held it in 4 quarters since.
  • Coppell Advisory Solutions's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $139K in Q3 2023.
  • 186 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.