RI
AMJ

Ridgewood Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-1,803
Closed -$41.3K – 831
2023
Q2 		$41.3K Hold
1,803
– – 0.02% 354
2023
Q1 		$40K Buy
+1,803
New +$40.7K 0.02% 374

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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ridgewood Investments's AMJ Position: Q3 2023 in Review

Ridgewood Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2023, closing a stake of 1,803 shares — an estimated $41.3K sold.

Ridgewood Investments first reported a position in AMJ in Q1 2023 and held it in 2 quarters. The position peaked at $41.3K in Q2 2023. 178 funds tracked by Wall St. Rank hold AMJ as of Q3 2023.

  • Ridgewood Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 1,803 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2023, an estimated $41.3K.
  • Ridgewood Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $41.3K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.