PMFA
AMJ

Plante Moran Financial Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Plante Moran Financial Advisors’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
-286
Closed -$7.25K – 942
2023
Q4 		$7.25K Buy
+286
New +$7.18K ﹤0.01% 600
2022
Q3 		– Sell
-4,538
Closed -$86K – 1104
2022
Q2 		$86K Hold
4,538
– – 0.01% 236
2022
Q1 		$95K Hold
4,538
– – 0.02% 234
2021
Q4 		$81K Sell
4,538
-11,159
-71% -$206K 0.01% 282
2021
Q3 		$285K Buy
15,697
+3,500
+29% +$63.5K 0.06% 143
2021
Q2 		$240K Hold
12,197
– – 0.06% 152
2021
Q1 		$202K Hold
12,197
– – 0.06% 171
2020
Q4 		$169K Hold
12,197
– – 0.05% 193
2020
Q3 		$131K Sell
12,197
-15,432
-56% -$194K 0.05% 207
2020
Q2 		$365K Buy
27,629
+6,659
+32% +$87.7K 0.15% 85
2020
Q1 		$189K Sell
20,970
-35,777
-63% -$625K 0.09% 121
2019
Q4 		$1.24M Sell
56,747
-15,191
-21% -$327K 0.43% 36
2019
Q3 		$1.67M Buy
71,938
+8,083
+13% +$195K 0.49% 26
2019
Q2 		$1.6M Buy
63,855
+1,566
+3% +$39.4K 0.49% 29
2019
Q1 		$1.59M Buy
62,289
+2,012
+3% +$50.2K 0.49% 27
2018
Q4 		$1.34M Buy
60,277
+45,837
+317% +$1.16M 0.47% 32
2018
Q3 		$397K Buy
14,440
+3,600
+33% +$100K 0.13% 93
2018
Q2 		$288K Buy
10,840
+540
+5% +$14.1K 0.15% 116
2018
Q1 		$247K Buy
10,300
+3,495
+51% +$95.8K 0.13% 121
2017
Q4 		$187K Buy
6,805
+865
+15% +$23.5K 0.1% 148
2017
Q3 		$168K Hold
5,940
– – 0.1% 150
2017
Q2 		$176K Buy
5,940
+200
+3% +$6.14K 0.11% 135
2017
Q1 		$185K Hold
5,740
– – 0.11% 132
2016
Q4 		$181K Hold
5,740
– – 0.11% 132
2016
Q3 		$181K Hold
5,740
– – 0.12% 128
2016
Q2 		$183K Hold
5,740
– – 0.13% 123
2016
Q1 		$155K Buy
+5,740
New +$145K 0.12% 131
2014
Q1 		– Sell
-580
Closed -$27K – 713
2013
Q4 		$27K Buy
+580
New +$26.2K 0.02% 312

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 $1.31B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's AMJ Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 286 shares — an estimated $7.25K sold.

Plante Moran Financial Advisors first reported a position in AMJ in Q4 2013 and held it in 28 quarters. The position peaked at $1.67M in Q3 2019. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 286 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $7.25K.
  • Plante Moran Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 28 quarters.
  • Plante Moran Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.67M in Q3 2019.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.