First Command Bank’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

First Command Bank’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
2022 Q1	–	Sell	-85	Closed	-$2K	–	511
2021 Q4	$2K	Hold	85	–	–	﹤0.01%	430
2021 Q3	$2K	Hold	85	–	–	﹤0.01%	430
2021 Q2	$2K	Hold	85	–	–	﹤0.01%	416
2021 Q1	$1K	Buy	+85	New	+$1.35K	﹤0.01%	437

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Command Bank's AMJ Position: Q1 2022 in Review

First Command Bank sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2022, closing a stake of 85 shares — an estimated $2K sold.

First Command Bank first reported a position in AMJ in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

First Command Bank reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2022 after selling out during the quarter.
First Command Bank sold 85 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $2K.
First Command Bank first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 4 quarters.
First Command Bank's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2K in Q4 2021.
178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on First Command Bank's 13F filing for Q1 2022, filed 14 Apr 2022.