Independence Bank of Kentucky’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Independence Bank of Kentucky’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	-14,000	Closed	-$346K	–	534
2023 Q3	$346K	Hold	14,000	–	–	0.15%	139
2023 Q2	$321K	Hold	14,000	–	–	0.13%	135
2023 Q1	$311K	Hold	14,000	–	–	0.14%	132
2022 Q4	$305K	Hold	14,000	–	–	0.14%	130
2022 Q3	$281K	Hold	14,000	–	–	0.14%	128
2022 Q2	$265K	Hold	14,000	–	–	0.12%	131
2022 Q1	$293K	Buy	+14,000	New	+$281K	0.12%	138

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independence Bank of Kentucky's AMJ Position: Q4 2023 in Review

Independence Bank of Kentucky sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 14,000 shares — an estimated $346K sold.

Independence Bank of Kentucky first reported a position in AMJ in Q1 2022 and held it in 7 quarters. The position peaked at $346K in Q3 2023. 187 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

Independence Bank of Kentucky reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 14,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $346K.
Independence Bank of Kentucky first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2022 and held it in 7 quarters.
Independence Bank of Kentucky's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $346K in Q3 2023.
187 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Independence Bank of Kentucky's 13F filing for Q4 2023, filed 23 Jan 2024.