SFS
AMJ

Sowell Financial Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-3,519
Closed -$77K – 2748
2019
Q4 		$77K Sell
3,519
-209
-6% -$4.5K 0.01% 986
2019
Q3 		$87K Buy
+3,728
New +$90K 0.01% 871

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Sowell Financial Services's AMJ Position: Q1 2020 in Review

Sowell Financial Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 3,519 shares — an estimated $77K sold.

Sowell Financial Services first reported a position in AMJ in Q3 2019 and held it in 2 quarters. The position peaked at $87K in Q3 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Sowell Financial Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 3,519 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $77K.
  • Sowell Financial Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $87K in Q3 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.