FPCP
AMJ

Fort Point Capital Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Fort Point Capital Partners’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
Q2 		– Sell
-14,810
Closed -$310K – 308
2022
Q1 		$310K Sell
14,810
-4,688
-24% -$94.2K 0.04% 231
2021
Q4 		$347K Buy
19,498
+6,293
+48% +$116K 0.05% 211
2021
Q3 		$240K Sell
13,205
-1,397
-10% -$25.4K 0.04% 219
2021
Q2 		$287K Buy
14,602
+3,026
+26% +$56.3K 0.05% 138
2021
Q1 		$192K Buy
+11,576
New +$184K 0.04% 146
2017
Q4 		– Sell
-10,797
Closed -$305K – 165
2017
Q3 		$305K Sell
10,797
-5,327
-33% -$153K 0.15% 98
2017
Q2 		$479K Sell
16,124
-1,010
-6% -$31K 0.27% 54
2017
Q1 		$553K Sell
17,134
-1,180
-6% -$38.5K 0.29% 54
2016
Q4 		$585K Buy
18,314
+1,623
+10% +$49.6K 0.32% 53
2016
Q3 		$526K Sell
16,691
-454
-3% -$14.3K 0.24% 72
2016
Q2 		$545K Buy
17,145
+1,269
+8% +$37.8K 0.26% 66
2016
Q1 		$430K Sell
15,876
-2,198
-12% -$55.4K 0.22% 62
2015
Q4 		$524K Sell
18,074
-5,669
-24% -$174K 0.27% 58
2015
Q3 		$722K Sell
23,743
-13,368
-36% -$481K 0.44% 38
2015
Q2 		$1.47M Buy
37,111
+25,764
+227% +$1.12M 0.92% 22
2015
Q1 		$486K Sell
11,347
-2,368
-17% -$104K 0.32% 35
2014
Q4 		$630K Hold
13,715
– – 0.47% 29
2014
Q3 		$728K Hold
13,715
– – 0.55% 25
2014
Q2 		$718K Buy
13,715
+1,164
+9% +$57.3K 0.64% 20
2014
Q1 		$584K Sell
12,551
-5,872
-32% -$271K 0.56% 19
2013
Q4 		$854K Buy
+18,423
New +$831K 0.64% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
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
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

Fort Point Capital Partners's AMJ Position: Q2 2022 in Review

Fort Point Capital Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2022, closing a stake of 14,810 shares — an estimated $310K sold.

Fort Point Capital Partners first reported a position in AMJ in Q4 2013 and held it in 21 quarters. The position peaked at $1.47M in Q2 2015. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

  • Fort Point Capital Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 14,810 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2022, an estimated $310K.
  • Fort Point Capital Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 21 quarters.
  • Fort Point Capital Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.47M in Q2 2015.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

Based on Fort Point Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.