Dixon Hubard Feinour & Brown’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Dixon Hubard Feinour & Brown’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
2022 Q2	$342K	Hold	18,025	–	–	0.04%	228
2022 Q1	$377K	Hold	18,025	–	–	0.04%	242
2021 Q4	$321K	Buy	18,025 +425	+2%	+$7.86K	0.03%	255
2021 Q3	$320K	Sell	17,600 -5,400	-23%	-$98K	0.07%	145
2021 Q2	$452K	Buy	+23,000	New	+$428K	0.09%	126

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Dixon Hubard Feinour & Brown's AMJ Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown held its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) position steady in Q2 2022 at 18,025 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #228.

Dixon Hubard Feinour & Brown first reported a position in AMJ in Q2 2021 and has held it in 5 quarters since. The position peaked at $452K in Q2 2021. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

Dixon Hubard Feinour & Brown held 18,025 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $342K as of Q2 2022.
Dixon Hubard Feinour & Brown left its JP Morgan Alerian MLP Index ETN 5/24/24 share count unchanged in Q2 2022.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.04% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #228 holding.
Dixon Hubard Feinour & Brown first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2021 and has held it in 5 quarters since.
Dixon Hubard Feinour & Brown's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $452K in Q2 2021.
178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.