FAG
AMJ

Fortitude Advisory Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Fortitude Advisory Group’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
-152
Closed -$3K – 1388
2022
Q1 		$3K Hold
152
– – ﹤0.01% 1304
2021
Q4 		$3K Buy
+152
New +$2.81K ﹤0.01% 1334

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

Fortitude Advisory Group's AMJ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2022, closing a stake of 152 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in AMJ in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 152 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2022, an estimated $3K.
  • Fortitude Advisory Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.