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

Financial Management Professionals’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
Q3 		– Sell
-300
Closed -$8K – 318
2018
Q2 		$8K Hold
300
– – ﹤0.01% 177
2018
Q1 		$7K Buy
+300
New +$8.22K ﹤0.01% 188

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Private Wealth Advisors
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Financial Management Professionals's AMJ Position: Q3 2018 in Review

Financial Management Professionals sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 300 shares — an estimated $8K sold.

Financial Management Professionals first reported a position in AMJ in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Financial Management Professionals reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
  • Financial Management Professionals sold 300 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $8K.
  • Financial Management Professionals first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 2 quarters.
  • Financial Management Professionals's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8K in Q2 2018.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Financial Management Professionals's 13F filing for Q3 2018, filed 24 Oct 2018.