LAS
AMJ

Lloyd Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-12,069
Closed -$1.75M – 349
2023
Q3 		$1.75M Buy
+12,069
New +$289K 0.58% 36

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lloyd Advisory Services's AMJ Position: Q4 2023 in Review

Lloyd Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 12,069 shares — an estimated $1.75M sold.

Lloyd Advisory Services first reported a position in AMJ in Q3 2023 and held it in 1 quarter. The position peaked at $1.75M in Q3 2023. 186 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Lloyd Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 12,069 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $1.75M.
  • Lloyd Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.75M in Q3 2023.
  • 186 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.