NFG
AMJ

Next Financial Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Next Financial Group’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
Q4 		$139K Sell
7,781
-407
-5% -$7.53K 0.01% 1031
2021
Q3 		$149K Buy
+8,188
New +$149K 0.01% 956
2021
Q1 		– Sell
-350
Closed -$5K – 2655
2020
Q4 		$5K Sell
350
-150
-30% -$1.95K ﹤0.01% 2011
2020
Q3 		$5K Buy
+500
New +$6.28K ﹤0.01% 1871
2020
Q2 		– Sell
-3,462
Closed -$31K – 1971
2020
Q1 		$31K Sell
3,462
-96
-3% -$1.68K ﹤0.01% 1131
2019
Q4 		$78K Buy
3,558
+771
+28% +$16.6K 0.01% 1047
2019
Q3 		$65K Sell
2,787
-6,373
-70% -$154K 0.01% 1060
2019
Q2 		$230K Buy
9,160
+2,493
+37% +$62.8K 0.02% 612
2019
Q1 		$170K Buy
6,667
+6,338
+1,926% +$158K 0.04% 408
2018
Q4 		$7K Buy
329
+3
+0.9% +$76 ﹤0.01% 1465
2018
Q3 		$9K Buy
+326
New +$9.1K ﹤0.01% 1024
2017
Q4 		– Sell
-1,666
Closed -$47K – 1489
2017
Q3 		$47K Buy
1,666
+3
+0.2% +$86 0.01% 714
2017
Q2 		$49K Buy
1,663
+202
+14% +$6.21K 0.01% 794
2017
Q1 		$47K Sell
1,461
-8,800
-86% -$287K 0.01% 753
2016
Q4 		$324K Sell
10,261
-314
-3% -$9.59K 0.06% 341
2016
Q3 		$333K Buy
10,575
+6,478
+158% +$204K 0.06% 330
2016
Q2 		$130K Buy
4,097
+3
+0.1% +$89 0.04% 393
2016
Q1 		$110K Buy
4,094
+202
+5% +$5.09K 0.04% 402
2015
Q4 		$112K Buy
3,892
+636
+20% +$19.5K 0.04% 388
2015
Q3 		$98K Buy
3,256
+2,561
+368% +$92.1K 0.04% 429
2015
Q2 		$27K Sell
695
-1,399
-67% -$60.8K 0.01% 889
2015
Q1 		$89K Sell
2,094
-298
-12% -$13.1K 0.03% 500
2014
Q4 		$110K Sell
2,392
-10,227
-81% -$500K 0.04% 422
2014
Q3 		$670K Buy
+12,619
New +$661K 0.13% 167

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's AMJ Position: Q4 2021 in Review

Next Financial Group reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 5% in Q4 2021, selling an estimated $7.53K and leaving 7,781 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #1031.

Next Financial Group first reported a position in AMJ in Q3 2014 and has held it in 24 quarters since. The position peaked at $670K in Q3 2014. 192 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

  • Next Financial Group held 7,781 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $139K as of Q4 2021.
  • Next Financial Group sold 407 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $7.53K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1031 holding.
  • Next Financial Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and has held it in 24 quarters since.
  • Next Financial Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $670K in Q3 2014.
  • 192 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.