JNBA Financial Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

JNBA Financial Advisors’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 Q1	–	Sell	-540	Closed	-$13.7K	–	735
2023 Q4	$13.7K	Hold	540	–	–	﹤0.01%	435
2023 Q3	$13.3K	Sell	540 -53	-9%	-$1.27K	﹤0.01%	432
2023 Q2	$13.6K	Hold	593	–	–	﹤0.01%	430
2023 Q1	$13.2K	Hold	593	–	–	﹤0.01%	446
2022 Q4	$12.9K	Sell	593 -46	-7%	-$1.01K	﹤0.01%	427
2022 Q3	$13K	Hold	639	–	–	﹤0.01%	430
2022 Q2	$12K	Hold	639	–	–	﹤0.01%	473
2022 Q1	$13K	Hold	639	–	–	﹤0.01%	473
2021 Q4	$11K	Hold	639	–	–	﹤0.01%	520
2021 Q3	$12K	Hold	639	–	–	﹤0.01%	501
2021 Q2	$13K	Buy	+639	New	+$11.9K	﹤0.01%	461
2014 Q4	–	Sell	-505	Closed	-$27K	–	596
2014 Q3	$27K	Buy	+505	New	+$26.5K	0.01%	253

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NAS

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

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JNBA Financial Advisors's AMJ Position: Q1 2024 in Review

JNBA Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 540 shares — an estimated $13.7K sold.

JNBA Financial Advisors first reported a position in AMJ in Q3 2014 and held it in 12 quarters. The position peaked at $27K in Q3 2014. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

JNBA Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 540 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $13.7K.
JNBA Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and held it in 12 quarters.
JNBA Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $27K in Q3 2014.
169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.