Corient Private Wealth
AMJ

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

Corient Private Wealth’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
-51,184
Closed -$1.46M – 2412
2024
Q1 		$1.46M Sell
51,184
-1,074
-2% -$28.9K ﹤0.01% 1178
2023
Q4 		$1.33M Buy
52,258
+3,551
+7% +$89.2K ﹤0.01% 1176
2023
Q3 		$1.2M Buy
48,707
+3,687
+8% +$88.2K ﹤0.01% 1128
2023
Q2 		$1.03M Sell
45,020
-76
-0.2% -$1.71K ﹤0.01% 1140
2023
Q1 		$1M Buy
+45,096
New +$1.02M ﹤0.01% 1087

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Corient Private Wealth's AMJ Position: Q2 2024 in Review

Corient Private Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 51,184 shares — an estimated $1.46M sold.

Corient Private Wealth first reported a position in AMJ in Q1 2023 and held it in 5 quarters. The position peaked at $1.46M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Corient Private Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 51,184 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $1.46M.
  • Corient Private Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2023 and held it in 5 quarters.
  • Corient Private Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.46M 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 Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.