OPW
AMJ

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

Oxler Private 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
Q4 		– Sell
-303
Closed -$29.4K – 344
2022
Q3 		$29.4K Buy
+303
New +$6.34K 0.02% 257

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Oxler Private Wealth's AMJ Position: Q4 2022 in Review

Oxler Private Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 303 shares — an estimated $29.4K sold.

Oxler Private Wealth first reported a position in AMJ in Q3 2022 and held it in 1 quarter. The position peaked at $29.4K in Q3 2022. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

  • Oxler Private Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 303 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $29.4K.
  • Oxler Private Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $29.4K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.