CG
AMJ

Cutler Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Cutler Group’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 		– Sell
-422
Closed -$11.3K – 3919
2023
Q4 		$10K Sell
422
-18,919
-98% -$475K ﹤0.01% 2421
2023
Q3 		$477K Buy
19,341
+19,300
+47,073% +$462K 0.05% 436
2023
Q2 		$0 Buy
+41
New +$922 ﹤0.01% 4345
2021
Q3 		– Sell
-200
Closed -$3.63K – 6543
2021
Q2 		$3K Sell
200
-2,391
-92% -$44.5K ﹤0.01% 4878
2021
Q1 		$42K Buy
2,591
+182
+8% +$2.89K ﹤0.01% 2545
2020
Q4 		$33K Buy
2,409
+2,300
+2,110% +$29.9K ﹤0.01% 2306
2020
Q3 		$1K Buy
+109
New +$1.37K ﹤0.01% 4513
2020
Q2 		– Sell
-11,418
Closed -$150K – 5037
2020
Q1 		$103K Sell
11,418
-29,141
-72% -$509K 0.01% 1313
2019
Q4 		$884K Buy
40,559
+32,262
+389% +$694K 0.05% 286
2019
Q3 		$193K Buy
+8,297
New +$200K 0.02% 720
2019
Q2 		– Sell
-2,099
Closed -$52.9K – 4936
2019
Q1 		$53K Buy
+2,099
New +$52.4K 0.01% 1389
2018
Q2 		– Sell
-3,887
Closed -$102K – 5064
2018
Q1 		$93K Sell
3,887
-20,431
-84% -$560K 0.01% 1241
2017
Q4 		$668K Buy
+24,318
New +$660K 0.03% 433
2017
Q3 		– Sell
-51,359
Closed -$1.48M – 6910
2017
Q2 		$1.52M Buy
51,359
+31,686
+161% +$974K 0.06% 281
2017
Q1 		$635K Buy
19,673
+2,684
+16% +$87.7K 0.03% 548
2016
Q4 		$537K Sell
16,989
-81,215
-83% -$2.48M 0.02% 658
2016
Q3 		$3.09M Buy
98,204
+7,397
+8% +$233K 0.14% 112
2016
Q2 		$2.89M Buy
90,807
+44,595
+97% +$1.33M 0.15% 105
2016
Q1 		$1.25M Sell
46,212
-16,109
-26% -$406K 0.08% 212
2015
Q4 		$1.8M Buy
+62,321
New +$1.91M 0.1% 188

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $1.15T AUM 47.82% 1-Year Est. Return

Cutler Group's AMJ Position: Q1 2024 in Review

Cutler Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 422 shares — an estimated $11.3K sold.

Cutler Group first reported a position in AMJ in Q4 2015 and held it in 20 quarters. The position peaked at $3.09M in Q3 2016. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Cutler Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 422 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $11.3K.
  • Cutler Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 20 quarters.
  • Cutler Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.09M in Q3 2016.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.