FGC
AMJ

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

Financial Gravity Companies’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
2018
Q4 		$25K Buy
+1,003
New +$25.4K 0.02% 454
2018
Q1 		$3K Buy
106
+12
+13% +$329 ﹤0.01% 896
2017
Q4 		$3K Buy
+94
New +$2.55K ﹤0.01% 883

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Financial Gravity Companies's AMJ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018: 1,003 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AMJ as recently as Q1 2018.

Financial Gravity Companies first reported a position in AMJ in Q4 2017 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Financial Gravity Companies held 1,003 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $25K as of Q4 2018.
  • JP Morgan Alerian MLP Index ETN 5/24/24 was a new Financial Gravity Companies position in Q4 2018.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #454 holding.
  • Financial Gravity Companies first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.