Koshinski Asset Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Koshinski Asset 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
2022 Q2	–	Sell	-877	Closed	-$18.3K	–	2056
2022 Q1	$18.3K	Sell	877 -240	-21%	-$4.82K	﹤0.01%	1435
2021 Q4	$19.9K	Buy	1,117 +685	+159%	+$12.7K	﹤0.01%	1448
2021 Q3	$7.85K	Buy	+432	New	+$7.84K	﹤0.01%	1724
2018 Q1	–	Sell	-7,480	Closed	-$205K	–	431
2017 Q4	$205K	Buy	+7,480	New	+$203K	0.05%	410
2015 Q1	–	Sell	-5,538	Closed	-$254K	–	247
2014 Q4	$254K	Buy	+5,538	New	+$271K	0.14%	188

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NAS

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Koshinski Asset Management's AMJ Position: Q2 2022 in Review

Koshinski Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2022, closing a stake of 877 shares — an estimated $18.3K sold.

Koshinski Asset Management first reported a position in AMJ in Q4 2014 and held it in 5 quarters. The position peaked at $254K in Q4 2014. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

Koshinski Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 877 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2022, an estimated $18.3K.
Koshinski Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 5 quarters.
Koshinski Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $254K in Q4 2014.
178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.