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

Retirement 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
2024 Q1	$940	Hold	33	–	–	﹤0.01%	725
2023 Q4	$837	Hold	33	–	–	﹤0.01%	712
2023 Q3	$815	Hold	33	–	–	﹤0.01%	651
2023 Q2	$756	Hold	33	–	–	﹤0.01%	689
2023 Q1	$1K	Hold	33	–	–	﹤0.01%	677
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	621
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	463
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	726
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	728
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	694
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	612
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	650
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	718
2020 Q4	$0	Hold	33	–	–	﹤0.01%	761
2020 Q3	$0	Hold	33	–	–	﹤0.01%	733
2020 Q2	$0	Buy	+33	New	+$435	﹤0.01%	668
2019 Q4	$1K	Buy	+33	New	+$710	﹤0.01%	634

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 $1.47B AUM 24.26% 1-Year Est. Return

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

Retirement Group's AMJ Position: Q1 2024 in Review

Retirement Group held its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) position steady in Q1 2024 at 33 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Retirement Group first reported a position in AMJ in Q4 2019 and has held it in 17 quarters since. The position peaked at $1K in Q1 2023. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

Retirement Group held 33 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $940 as of Q1 2024.
Retirement Group left its JP Morgan Alerian MLP Index ETN 5/24/24 share count unchanged in Q1 2024.
JP Morgan Alerian MLP Index ETN 5/24/24 made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #725 holding.
Retirement Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and has held it in 17 quarters since.
Retirement Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1K in Q1 2023.
169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.