LI
AMJ

LRI Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

LRI Investments’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
-1,034
Closed -$29.5K – 1146
2024
Q1 		$29.5K Buy
+1,034
New +$27.8K 0.01% 330

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LRI Investments's AMJ Position: Q2 2024 in Review

LRI Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 1,034 shares — an estimated $29.5K sold.

LRI Investments first reported a position in AMJ in Q1 2024 and held it in 1 quarter. The position peaked at $29.5K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • LRI Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • LRI Investments sold 1,034 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $29.5K.
  • LRI Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2024 and held it in 1 quarter.
  • LRI Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $29.5K 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 LRI Investments's 13F filing for Q2 2024, filed 24 Jul 2024.