NW
AMJ

Naviter Wealth’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Naviter Wealth’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
2022
Q1 		– Sell
-45,320
Closed -$807K – 104
2021
Q4 		$807K Buy
+45,320
New +$839K 0.24% 63

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Naviter Wealth's AMJ Position: Q1 2022 in Review

Naviter Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2022, closing a stake of 45,320 shares — an estimated $807K sold.

Naviter Wealth first reported a position in AMJ in Q4 2021 and held it in 1 quarter. The position peaked at $807K in Q4 2021. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

  • Naviter Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2022 after selling out during the quarter.
  • Naviter Wealth sold 45,320 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $807K.
  • Naviter Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 1 quarter.
  • Naviter Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $807K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on Naviter Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.