HI
AMJ

Harbour Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Harbour Investments’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
2023
Q4 		– Sell
-76
Closed -$1.88K – 3219
2023
Q3 		$1.88K Hold
76
– – ﹤0.01% 2572
2023
Q2 		$1.74K Buy
+76
New +$1.71K ﹤0.01% 2580
2021
Q4 		$1K Hold
30
– – ﹤0.01% 2586
2021
Q3 		$1K Hold
30
– – ﹤0.01% 3644
2021
Q2 		$1K Hold
30
– – ﹤0.01% 3687
2021
Q1 		$0 Buy
+30
New +$476 ﹤0.01% 3758

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbour Investments's AMJ Position: Q4 2023 in Review

Harbour Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 76 shares — an estimated $1.88K sold.

Harbour Investments first reported a position in AMJ in Q1 2021 and held it in 6 quarters. The position peaked at $1.88K in Q3 2023. 186 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Harbour Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 76 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $1.88K.
  • Harbour Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 6 quarters.
  • Harbour Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.88K in Q3 2023.
  • 186 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.