MPCL
AMJ

My Personal CFO LLC’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

My Personal CFO LLC’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
-72,591
Closed -$2.07M – 103
2024
Q1 		$2.07M Sell
72,591
-6,686
-8% -$180K 1.19% 22
2023
Q4 		$2.01M Sell
79,277
-2,100
-3% -$52.7K 1.31% 19
2023
Q3 		$2.01M Sell
81,377
-1,650
-2% -$39.5K 1.62% 16
2023
Q2 		$1.9M Buy
83,027
+21
+0% +$472 1.49% 19
2023
Q1 		$1.84M Buy
83,006
+52,655
+173% +$1.19M 1.57% 19
2022
Q4 		$1.84M Sell
30,351
-1
-0% -$22 1.7% 13
2022
Q3 		$609K Sell
30,352
-58,435
-66% -$1.22M 0.93% 28
2022
Q2 		$1.68M Sell
88,787
-6,003
-6% -$126K 2.16% 13
2022
Q1 		$1.98M Sell
94,790
-3,221
-3% -$64.7K 2.05% 11
2021
Q4 		$1.75M Buy
+98,011
New +$1.81M 1.52% 15

Other funds holding AMJ

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

My Personal CFO LLC's AMJ Position: Q2 2024 in Review

My Personal CFO LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 72,591 shares — an estimated $2.07M sold.

My Personal CFO LLC first reported a position in AMJ in Q4 2021 and held it in 10 quarters. The position peaked at $2.07M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • My Personal CFO LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 72,591 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $2.07M.
  • My Personal CFO LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 10 quarters.
  • My Personal CFO LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.07M 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 My Personal CFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.