KJWM
AMJ

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

Kiley Juergens 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
2018
Q4 		– Sell
-76
Closed -$2K – 693
2018
Q3 		$2K Buy
+76
New +$2.12K ﹤0.01% 592

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Kiley Juergens Wealth Management's AMJ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 76 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in AMJ in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 76 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2K in Q3 2018.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.