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Crewe Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Crewe Advisors’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
2019
Q1 		– Sell
-1,536
Closed -$34K – 276
2018
Q4 		$34K Hold
1,536
– – 0.01% 135
2018
Q3 		$42K Hold
1,536
– – 0.04% 134
2018
Q2 		$41K Hold
1,536
– – 0.04% 133
2018
Q1 		$37K Hold
1,536
– – 0.04% 134
2017
Q4 		$42K Buy
+1,536
New +$41.7K 0.04% 132

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Crewe Advisors's AMJ Position: Q1 2019 in Review

Crewe Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 1,536 shares — an estimated $34K sold.

Crewe Advisors first reported a position in AMJ in Q4 2017 and held it in 5 quarters. The position peaked at $42K in Q3 2018. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • Crewe Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
  • Crewe Advisors sold 1,536 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $34K.
  • Crewe Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 5 quarters.
  • Crewe Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $42K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Crewe Advisors's 13F filing for Q1 2019, filed 10 May 2019.