JA
AMJ

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

JOYN 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
2020
Q1 		– Sell
-14,761
Closed -$322K – 139
2019
Q4 		$322K Sell
14,761
-63,252
-81% -$1.36M 0.07% 72
2019
Q3 		$1.81M Sell
78,013
-20,352
-21% -$492K 0.4% 20
2019
Q2 		$2.35M Sell
98,365
-1,046
-1% -$26.3K 0.53% 16
2019
Q1 		$2.54M Sell
99,411
-24,576
-20% -$614K 0.58% 15
2018
Q4 		$2.77M Buy
+123,987
New +$3.14M 0.63% 15
2018
Q2 		– Sell
-7,339
Closed -$176K – 1886
2018
Q1 		$176K Buy
+7,339
New +$201K 0.04% 146

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 $4.62B AUM 25.58% 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

JOYN Advisors's AMJ Position: Q1 2020 in Review

JOYN Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 14,761 shares — an estimated $322K sold.

JOYN Advisors first reported a position in AMJ in Q1 2018 and held it in 6 quarters. The position peaked at $2.77M in Q4 2018. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • JOYN Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 14,761 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $322K.
  • JOYN Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 6 quarters.
  • JOYN Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.77M in Q4 2018.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.