IFWM
AMJ

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

Institute for 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
2020
Q1 		– Sell
-3,412
Closed -$74K – 697
2019
Q4 		$74K Buy
+3,412
New +$73.4K 0.02% 493

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Institute for Wealth Management's AMJ Position: Q1 2020 in Review

Institute for Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 3,412 shares — an estimated $74K sold.

Institute for Wealth Management first reported a position in AMJ in Q4 2019 and held it in 1 quarter. The position peaked at $74K in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Institute for Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 3,412 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $74K.
  • Institute for Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $74K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.