KMWM
AMJ

Keudell/Morrison Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Keudell/Morrison Wealth 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
2024
Q2 		– Sell
-39,132
Closed -$1.11M – 215
2024
Q1 		$1.11M Sell
39,132
-590
-1% -$15.9K 0.34% 58
2023
Q4 		$1.01M Buy
39,722
+1,190
+3% +$29.9K 0.33% 59
2023
Q3 		$952K Sell
38,532
-88
-0.2% -$2.11K 0.29% 60
2023
Q2 		$885K Sell
38,620
-1,178
-3% -$26.5K 0.26% 64
2023
Q1 		$883K Sell
39,798
-670
-2% -$15.1K 0.26% 62
2022
Q4 		$880K Buy
40,468
+3,458
+9% +$75.9K 0.28% 64
2022
Q3 		$742K Buy
37,010
+350
+1% +$7.33K 0.28% 71
2022
Q2 		$695K Buy
36,660
+950
+3% +$20K 0.25% 80
2022
Q1 		$747K Sell
35,710
-3,160
-8% -$63.5K 0.31% 77
2021
Q4 		$692K Buy
38,870
+6,860
+21% +$127K 0.27% 77
2021
Q3 		$582K Buy
32,010
+5,150
+19% +$93.5K 0.25% 90
2021
Q2 		$528K Sell
26,860
-1,720
-6% -$32K 0.29% 92
2021
Q1 		$474K Buy
28,580
+500
+2% +$7.94K 0.28% 98
2020
Q4 		$390K Sell
28,080
-11,260
-29% -$146K 0.25% 107
2020
Q3 		$424K Buy
39,340
+8,990
+30% +$113K 0.27% 91
2020
Q2 		$401K Buy
30,350
+9,045
+42% +$119K 0.33% 90
2020
Q1 		$192K Buy
+21,305
New +$372K 0.19% 125

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Keudell/Morrison Wealth Management's AMJ Position: Q2 2024 in Review

Keudell/Morrison Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 39,132 shares — an estimated $1.11M sold.

Keudell/Morrison Wealth Management first reported a position in AMJ in Q1 2020 and held it in 17 quarters. The position peaked at $1.11M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Keudell/Morrison Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 39,132 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $1.11M.
  • Keudell/Morrison Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2020 and held it in 17 quarters.
  • Keudell/Morrison Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.11M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.