FGAM
AMJ

Financial Gravity Asset Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Financial Gravity Asset Management’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
-176
Closed -$4.46K – 1830
2024
Q1 		$4.46K Hold
176
– – ﹤0.01% 590
2023
Q4 		$4.46K Buy
+176
New +$4.42K ﹤0.01% 613
2019
Q4 		– Sell
-261
Closed -$6K – 1746
2019
Q3 		$6K Sell
261
-105
-29% -$2.54K 0.01% 682
2019
Q2 		$9K Sell
366
-160
-30% -$4.03K 0.01% 624
2019
Q1 		$14K Buy
+526
New +$13.1K 0.01% 499
2018
Q3 		$29K Buy
1,144
+27
+2% +$754 0.03% 432
2018
Q2 		$33K Buy
1,117
+1,011
+954% +$26.5K 0.03% 410
2018
Q1 		$3K Buy
+106
New +$2.9K ﹤0.01% 896

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

Financial Gravity Asset Management's AMJ Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 176 shares — an estimated $4.46K sold.

Financial Gravity Asset Management first reported a position in AMJ in Q1 2018 and held it in 8 quarters. The position peaked at $33K in Q2 2018. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 176 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $4.46K.
  • Financial Gravity Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $33K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.