PC
AMJ

Permanens Capital’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Permanens Capital’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
Q4 		– Sell
-18,500
Closed -$457K – 47
2023
Q3 		$457K Buy
+18,500
New +$443K 0.08% 34

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Permanens Capital's AMJ Position: Q4 2023 in Review

Permanens Capital sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 18,500 shares — an estimated $457K sold.

Permanens Capital first reported a position in AMJ in Q3 2023 and held it in 1 quarter. The position peaked at $457K in Q3 2023. 186 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Permanens Capital reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Permanens Capital sold 18,500 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $457K.
  • Permanens Capital first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2023 and held it in 1 quarter.
  • Permanens Capital's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $457K in Q3 2023.
  • 186 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Permanens Capital's 13F filing for Q4 2023, filed 14 Feb 2024.