CJFS
AMJ

Coulter & Justus Financial Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Coulter & Justus Financial Services’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 		$7.11M Buy
+249,418
New +$6.71M 1.58% 27
2022
Q1 		– Sell
-103,117
Closed -$1.84M – 58
2021
Q4 		$1.84M Buy
+103,117
New +$1.91M 1.44% 21

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EH
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coulter & Justus Financial Services's AMJ Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024: 249,418 shares worth $7.11M. The stake represents 1.58% of the portfolio and ranks #27 among its holdings. This is a return to the name: Coulter & Justus Financial Services previously reported a position in AMJ as recently as Q4 2021.

Coulter & Justus Financial Services first reported a position in AMJ in Q4 2021 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Coulter & Justus Financial Services held 249,418 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $7.11M as of Q1 2024.
  • JP Morgan Alerian MLP Index ETN 5/24/24 was a new Coulter & Justus Financial Services position in Q1 2024.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 1.58% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #27 holding.
  • Coulter & Justus Financial Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.