PWG
AMJ

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

Portside Wealth 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
Q4 		– Sell
-12,099
Closed -$300K – 404
2023
Q3 		$300K Sell
12,099
-87
-0.7% -$2.08K 0.06% 249
2023
Q2 		$279K Buy
+12,186
New +$274K 0.05% 267

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $95.2B AUM 32.92% 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 $16.7B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Portside Wealth Group's AMJ Position: Q4 2023 in Review

Portside Wealth Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 12,099 shares — an estimated $300K sold.

Portside Wealth Group first reported a position in AMJ in Q2 2023 and held it in 2 quarters. The position peaked at $300K in Q3 2023. 187 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Portside Wealth Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Portside Wealth Group sold 12,099 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $300K.
  • Portside Wealth Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2023 and held it in 2 quarters.
  • Portside Wealth Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $300K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.