OIA
AMJ

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

OneDigital Investment Advisors’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
Q1 		– Sell
-7,889
Closed -$200K – 1172
2023
Q4 		$200K Buy
+7,889
New +$198K ﹤0.01% 1061
2021
Q1 		– Sell
-10,373
Closed -$144K – 773
2020
Q4 		$144K Sell
10,373
-47,798
-82% -$622K 0.01% 627
2020
Q3 		$630K Sell
58,171
-3,853
-6% -$48.4K 0.04% 269
2020
Q2 		$812K Sell
62,024
-1,245
-2% -$16.4K 0.06% 235
2020
Q1 		$732K Buy
63,269
+35,220
+126% +$615K 0.06% 230
2019
Q4 		$612K Sell
28,049
-5,930
-17% -$128K 0.05% 271
2019
Q3 		$791K Buy
33,979
+33,943
+94,286% +$820K 0.07% 203
2019
Q2 		$1K Sell
36
-35,042
-100% -$883K ﹤0.01% 1183
2019
Q1 		$905K Buy
35,078
+200
+0.6% +$4.99K 0.13% 114
2018
Q4 		$779K Sell
34,878
-30,493
-47% -$771K 0.13% 120
2018
Q3 		$1.79M Sell
65,371
-16,864
-21% -$471K 0.42% 43
2018
Q2 		$2.21M Sell
82,235
-1,458
-2% -$38.2K 0.46% 39
2018
Q1 		$2.01M Buy
83,693
+663
+0.8% +$18.2K 0.44% 48
2017
Q4 		$2.28M Buy
+83,030
New +$2.25M 0.26% 44
2017
Q3 		– Sell
-73,127
Closed -$2.17M – 1189
2017
Q2 		$2.17M Buy
+73,127
New +$2.25M 0.65% 32

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OneDigital Investment Advisors's AMJ Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 7,889 shares — an estimated $200K sold.

OneDigital Investment Advisors first reported a position in AMJ in Q2 2017 and held it in 15 quarters. The position peaked at $2.28M in Q4 2017. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 7,889 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $200K.
  • OneDigital Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2017 and held it in 15 quarters.
  • OneDigital Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.28M in Q4 2017.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.