HWM
AMJ

Howard Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Howard Wealth Management’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
2024
Q2 		– Sell
-10,732
Closed -$306K – 106
2024
Q1 		$306K Buy
10,732
+225
+2% +$6.05K 0.25% 77
2023
Q4 		$266K Sell
10,507
-335
-3% -$8.41K 0.22% 85
2023
Q3 		$268K Hold
10,842
– – 0.25% 78
2023
Q2 		$248K Sell
10,842
-4,128
-28% -$92.8K 0.22% 82
2023
Q1 		$332K Sell
14,970
-10
-0.1% -$226 0.28% 75
2022
Q4 		$326K Sell
14,980
-1,850
-11% -$40.6K 0.27% 79
2022
Q3 		$337K Sell
16,830
-400
-2% -$8.37K 0.24% 80
2022
Q2 		$326K Sell
17,230
-450
-3% -$9.48K 0.35% 47
2022
Q1 		$369K Sell
17,680
-715
-4% -$14.4K 0.2% 90
2021
Q4 		$327K Sell
18,395
-97
-0.5% -$1.79K 0.17% 98
2021
Q3 		$335K Hold
18,492
– – 0.19% 93
2021
Q2 		$363K Sell
18,492
-305
-2% -$5.68K 0.2% 93
2021
Q1 		$311K Sell
18,797
-1,545
-8% -$24.5K 0.18% 97
2020
Q4 		$282K Sell
20,342
-875
-4% -$11.4K 0.18% 103
2020
Q3 		$228K Sell
21,217
-1,975
-9% -$24.8K 0.16% 109
2020
Q2 		$306K Sell
23,192
-263
-1% -$3.46K 0.25% 87
2020
Q1 		$211K Sell
23,455
-11,593
-33% -$203K 0.22% 91
2019
Q4 		$764K Buy
+35,048
New +$754K 0.64% 31

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Howard Wealth Management's AMJ Position: Q2 2024 in Review

Howard Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 10,732 shares — an estimated $306K sold.

Howard Wealth Management first reported a position in AMJ in Q4 2019 and held it in 18 quarters. The position peaked at $764K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Howard Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Howard Wealth Management sold 10,732 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $306K.
  • Howard Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 18 quarters.
  • Howard Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $764K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Howard Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.