JIP
AMJ

Jaffetilchin Investment Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Jaffetilchin Investment Partners’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
-8,150
Closed -$232K – 383
2024
Q1 		$232K Hold
8,150
– – 0.02% 323
2023
Q4 		$207K Hold
8,150
– – 0.02% 328
2023
Q3 		$201K Buy
+8,150
New +$195K 0.02% 320
2023
Q2 		– Sell
-14,300
Closed -$317K – 392
2023
Q1 		$317K Sell
14,300
-9,394
-40% -$212K 0.04% 277
2022
Q4 		$515K Buy
+23,694
New +$520K 0.06% 198
2016
Q2 		– Sell
-77,518
Closed -$2.1M – 253
2016
Q1 		$2.1M Sell
77,518
-10,654
-12% -$269K 0.66% 30
2015
Q4 		$2.55M Buy
88,172
+134
+0.2% +$4.11K 0.83% 23
2015
Q3 		$2.67M Sell
88,038
-5,328
-6% -$192K 1% 22
2015
Q2 		$3.7M Hold
93,366
– – 1.11% 18
2015
Q1 		$4M Sell
93,366
-1,680
-2% -$74.1K 1.21% 16
2014
Q4 		$4.37M Sell
95,046
-167,568
-64% -$8.2M 1.47% 13
2014
Q3 		$13.9M Buy
262,614
+7,910
+3% +$414K 5.11% 4
2014
Q2 		$13.3M Buy
254,704
+3,646
+1% +$180K 4.76% 3
2014
Q1 		$11.7M Buy
251,058
+63,074
+34% +$2.91M 4.57% 3
2013
Q4 		$8.71M Buy
187,984
+1,688
+0.9% +$76.1K 4.29% 3
2013
Q3 		$8.31M Sell
186,296
-8,159
-4% -$375K 4.86% 3
2013
Q2 		$9.07M Buy
+194,455
New +$9M 6.28% 2

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jaffetilchin Investment Partners's AMJ Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 8,150 shares — an estimated $232K sold.

Jaffetilchin Investment Partners first reported a position in AMJ in Q2 2013 and held it in 17 quarters. The position peaked at $13.9M in Q3 2014. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Jaffetilchin Investment Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,150 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $232K.
  • Jaffetilchin Investment Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 17 quarters.
  • Jaffetilchin Investment Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $13.9M in Q3 2014.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.