MIM
AMJ

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

MTM Investment 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
2021
Q1 		– Sell
-400
Closed -$6K – 264
2020
Q4 		$6K Buy
+400
New +$5.2K ﹤0.01% 218

Other funds holding AMJ

JP Morgan Chase
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

MTM Investment Management's AMJ Position: Q1 2021 in Review

MTM Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 400 shares — an estimated $6K sold.

MTM Investment Management first reported a position in AMJ in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • MTM Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • MTM Investment Management sold 400 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $6K.
  • MTM Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2020 and held it in 1 quarter.
  • MTM Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on MTM Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.