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

Gryphon Financial 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
Q3 		– Sell
-76
Closed -$1K – 247
2022
Q2 		$1K Buy
+76
New +$1.6K ﹤0.01% 237
2018
Q3 		– Sell
-76
Closed -$2K – 870
2018
Q2 		$2K Hold
76
– – ﹤0.01% 880
2018
Q1 		$2K Sell
76
-729
-91% -$20K ﹤0.01% 892
2017
Q4 		$22K Buy
+805
New +$21.9K 0.01% 386

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
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 $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Gryphon Financial Partners's AMJ Position: Q3 2022 in Review

Gryphon Financial Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 76 shares — an estimated $1K sold.

Gryphon Financial Partners first reported a position in AMJ in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q4 2017. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

  • Gryphon Financial Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
  • Gryphon Financial Partners sold 76 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $1K.
  • Gryphon Financial Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 4 quarters.
  • Gryphon Financial Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $22K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.