PS
AMJ

Planned Solutions’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-1,072
Closed -$15K – 434
2020
Q4 		$15K Sell
1,072
-151
-12% -$1.96K 0.01% 302
2020
Q3 		$13K Buy
+1,223
New +$15.4K 0.01% 246

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Planned Solutions's AMJ Position: Q1 2021 in Review

Planned Solutions sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 1,072 shares — an estimated $15K sold.

Planned Solutions first reported a position in AMJ in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • Planned Solutions reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 1,072 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $15K.
  • Planned Solutions first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $15K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.