M&R Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

M&R Capital 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	-1,500	Closed	-$42.7K	–	558
2024 Q1	$42.7K	Sell	1,500 -1,500	-50%	-$40.3K	0.01%	237
2023 Q4	$76.1K	Buy	+3,000	New	+$75.3K	0.02%	217

Other funds holding AMJ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

M&R Capital Management's AMJ Position: Q2 2024 in Review

M&R Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 1,500 shares — an estimated $42.7K sold.

M&R Capital Management first reported a position in AMJ in Q4 2023 and held it in 2 quarters. The position peaked at $76.1K in Q4 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

M&R Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
M&R Capital Management sold 1,500 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $42.7K.
M&R Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2023 and held it in 2 quarters.
M&R Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $76.1K in Q4 2023.
2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on M&R Capital Management's 13F filing for Q2 2024, filed 2 Jul 2024.