EWA
AMJ

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

EverSource Wealth 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
2024
Q2 		– Sell
-30
Closed -$839 – 3175
2024
Q1 		$839 Hold
30
– – ﹤0.01% 2628
2023
Q4 		$761 Hold
30
– – ﹤0.01% 2444
2023
Q3 		$741 Hold
30
– – ﹤0.01% 2318
2023
Q2 		$687 Sell
30
-210
-88% -$4.72K ﹤0.01% 2294
2023
Q1 		$5.33K Buy
240
+210
+700% +$4.74K ﹤0.01% 1626
2022
Q4 		$653 Hold
30
– – ﹤0.01% 2166
2022
Q3 		$1K Hold
30
– – ﹤0.01% 1943
2022
Q2 		$1K Hold
30
– – ﹤0.01% 1688
2022
Q1 		$1K Hold
30
– – ﹤0.01% 1675
2021
Q4 		$1K Buy
+30
New +$555 ﹤0.01% 1751

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

EverSource Wealth Advisors's AMJ Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 30 shares — an estimated $839 sold.

EverSource Wealth Advisors first reported a position in AMJ in Q4 2021 and held it in 10 quarters. The position peaked at $5.33K in Q1 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 30 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $839.
  • EverSource Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 10 quarters.
  • EverSource Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.33K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.