FFA
AMJ

Fi3 Financial Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Fi3 Financial 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
2021
Q2 		– Sell
-21,463
Closed -$356K – 56
2021
Q1 		$356K Buy
+21,463
New +$341K 0.31% 30

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Fi3 Financial Advisors's AMJ Position: Q2 2021 in Review

Fi3 Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2021, closing a stake of 21,463 shares — an estimated $356K sold.

Fi3 Financial Advisors first reported a position in AMJ in Q1 2021 and held it in 1 quarter. The position peaked at $356K in Q1 2021. 181 funds tracked by Wall St. Rank hold AMJ as of Q2 2021.

  • Fi3 Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2021 after selling out during the quarter.
  • Fi3 Financial Advisors sold 21,463 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2021, an estimated $356K.
  • Fi3 Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 1 quarter.
  • Fi3 Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $356K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2021.

Based on Fi3 Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.