IFAM
JJA

Institutional & Family Asset Management’s iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN JJA Stock Holding History

Institutional & Family Asset Management’s Portfolio JJA Stock Details JJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$2.55K – 765
2022
Q4 		$2.55K Hold
100
– – ﹤0.01% 539
2022
Q3 		$2K Buy
+100
New +$2.45K ﹤0.01% 602

Other funds holding JJA

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Institutional & Family Asset Management's JJA Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN (JJA) in Q1 2023, closing a stake of 100 shares — an estimated $2.55K sold.

Institutional & Family Asset Management first reported a position in JJA in Q3 2022 and held it in 2 quarters. The position peaked at $2.55K in Q4 2022. 7 funds tracked by Wall St. Rank hold JJA as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN shares in Q1 2023, an estimated $2.55K.
  • Institutional & Family Asset Management first reported a position in iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN in Q3 2022 and held it in 2 quarters.
  • Institutional & Family Asset Management's iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN position peaked at $2.55K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held iPath Series B Bloomberg Agriculture Subindex Total ReturnSM ETN as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.