Institutional & Family Asset Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-1,118	Closed	-$20K	–	851
2021 Q4	$20K	Sell	1,118 -11,327	-91%	-$210K	﹤0.01%	373
2021 Q3	$226K	Buy	+12,445	New	+$226K	0.04%	167
2020 Q3	–	Sell	-6,798	Closed	-$90K	–	913
2020 Q2	$90K	Buy	+6,798	New	+$89.5K	0.02%	248
2018 Q1	–	Sell	-9,533	Closed	-$262K	–	854
2017 Q4	$262K	Buy	+9,533	New	+$259K	0.05%	147
2016 Q2	–	Sell	-135,706	Closed	-$3.93M	–	131
2016 Q1	$3.93M	Sell	135,706 -1,297	-0.9%	-$32.7K	1.47%	14
2015 Q4	$3.97M	Buy	+137,003	New	+$4.2M	1.48%	14

Other funds holding AMJ

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

BJL

Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

Institutional & Family Asset Management's AMJ Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2022, closing a stake of 1,118 shares — an estimated $20K sold.

Institutional & Family Asset Management first reported a position in AMJ in Q4 2015 and held it in 6 quarters. The position peaked at $3.97M in Q4 2015. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

Institutional & Family Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 1,118 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $20K.
Institutional & Family Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 6 quarters.
Institutional & Family Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.97M in Q4 2015.
178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.