Smallwood Wealth Investment Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Smallwood Wealth Investment Management’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	-60,463	Closed	-$1.53M	–	69
2023 Q4	$1.53M	Buy	60,463 +1,655	+3%	+$41.6K	1.27%	16
2023 Q3	$1.45M	Buy	58,808 +1,166	+2%	+$27.9K	1.32%	18
2023 Q2	$1.32M	Sell	57,642 -388	-0.7%	-$8.72K	1.18%	20
2023 Q1	$1.29M	Sell	58,030 -226	-0.4%	-$5.1K	1.22%	19
2022 Q4	$1.27M	Sell	58,256 -8,091	-12%	-$178K	1.07%	22
2022 Q3	$1.33M	Sell	66,347 -6,714	-9%	-$141K	1.2%	17
2022 Q2	$1.39M	Sell	73,061 -829	-1%	-$17.5K	1.4%	16
2022 Q1	$1.54M	Sell	73,890 -1,079	-1%	-$21.7K	1.46%	12
2021 Q4	$1.33M	Buy	+74,969	New	+$1.39M	1.24%	15

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 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 New York $871B AUM 31.28% 1-Year Est. Return

Smallwood Wealth Investment Management's AMJ Position: Q1 2024 in Review

Smallwood Wealth Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 60,463 shares — an estimated $1.53M sold.

Smallwood Wealth Investment Management first reported a position in AMJ in Q4 2021 and held it in 9 quarters. The position peaked at $1.54M in Q1 2022. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

Smallwood Wealth Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
Smallwood Wealth Investment Management sold 60,463 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $1.53M.
Smallwood Wealth Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 9 quarters.
Smallwood Wealth Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.54M in Q1 2022.
169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.