PIMG
AMJ

Patriot Investment Management Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-6,191
Closed -$144K – 403
2022
Q4 		$144K Buy
+6,191
New +$136K 0.01% 261
2020
Q3 		– Sell
-5,497
Closed -$72.6K – 673
2020
Q2 		$72.6K Buy
+5,497
New +$72.4K 0.01% 291

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
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 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 $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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Patriot Investment Management Group's AMJ Position: Q1 2023 in Review

Patriot Investment Management Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 6,191 shares — an estimated $144K sold.

Patriot Investment Management Group first reported a position in AMJ in Q2 2020 and held it in 2 quarters. The position peaked at $144K in Q4 2022. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

  • Patriot Investment Management Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 6,191 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $144K.
  • Patriot Investment Management Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $144K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.