OP
AMJ

ORG Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

ORG Partners’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
-578
Closed -$14.8K – 1169
2023
Q4 		$14.8K Buy
578
+394
+214% +$9.89K ﹤0.01% 706
2023
Q3 		$4.55K Sell
184
-403
-69% -$9.64K ﹤0.01% 973
2023
Q2 		$13.5K Buy
+587
New +$13.2K ﹤0.01% 924

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $1.47B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ORG Partners's AMJ Position: Q1 2024 in Review

ORG Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 578 shares — an estimated $14.8K sold.

ORG Partners first reported a position in AMJ in Q2 2023 and held it in 3 quarters. The position peaked at $14.8K in Q4 2023. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • ORG Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 578 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $14.8K.
  • ORG Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2023 and held it in 3 quarters.
  • ORG Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $14.8K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.