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

SignatureFD’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
2022
Q2 		– Sell
-628
Closed -$13K – 3392
2022
Q1 		$13K Sell
628
-723
-54% -$14.5K ﹤0.01% 2060
2021
Q4 		$24K Sell
1,351
-150
-10% -$2.77K ﹤0.01% 1716
2021
Q3 		$27K Hold
1,501
– – ﹤0.01% 1627
2021
Q2 		$29K Buy
+1,501
New +$27.9K ﹤0.01% 1566
2020
Q3 		– Sell
-40
Closed -$1K – 2790
2020
Q2 		$1K Buy
40
+1
+3% +$13 ﹤0.01% 2425
2020
Q1 		$0 Buy
39
+1
+3% +$17 ﹤0.01% 2502
2019
Q4 		$1K Hold
38
– – ﹤0.01% 2137
2019
Q3 		$1K Hold
38
– – ﹤0.01% 2039
2019
Q2 		$1K Hold
38
– – ﹤0.01% 1975
2019
Q1 		$1K Buy
38
+1
+3% +$25 ﹤0.01% 1918
2018
Q4 		$1K Hold
37
– – ﹤0.01% 1883
2018
Q3 		$1K Buy
37
+1
+3% +$28 ﹤0.01% 1857
2018
Q2 		$1K Buy
+36
New +$942 ﹤0.01% 1865
2015
Q2 		– Sell
-36
Closed -$2K – 1146
2015
Q1 		$2K Sell
36
-90
-71% -$3.97K ﹤0.01% 833
2014
Q4 		$6K Hold
126
– – ﹤0.01% 602
2014
Q3 		$7K Hold
126
– – ﹤0.01% 506
2014
Q2 		$7K Sell
126
-52
-29% -$2.56K ﹤0.01% 537
2014
Q1 		$8K Buy
+178
New +$8.21K ﹤0.01% 455
2013
Q3 		– Sell
-750
Closed -$35K – 782
2013
Q2 		$35K Buy
+750
New +$34.7K 0.02% 206

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

SignatureFD's AMJ Position: Q2 2022 in Review

SignatureFD sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2022, closing a stake of 628 shares — an estimated $13K sold.

SignatureFD first reported a position in AMJ in Q2 2013 and held it in 19 quarters. The position peaked at $35K in Q2 2013. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

  • SignatureFD reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2022 after selling out during the quarter.
  • SignatureFD sold 628 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2022, an estimated $13K.
  • SignatureFD first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 19 quarters.
  • SignatureFD's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $35K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

Based on SignatureFD's 13F filing for Q2 2022, filed 10 Aug 2022.