Stone Summit Wealth’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Stone Summit Wealth’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	-52,170	Closed	-$1.32M	–	143
2023 Q4	$1.32M	Sell	52,170 -3,745	-7%	-$94K	0.51%	63
2023 Q3	$1.38M	Sell	55,915 -1,960	-3%	-$46.9K	0.59%	60
2023 Q2	$1.33M	Sell	57,875 -1,405	-2%	-$31.6K	0.55%	61
2023 Q1	$1.32M	Sell	59,280 -1,610	-3%	-$36.3K	0.58%	59
2022 Q4	$1.32M	Buy	60,890 +142	+0.2%	+$3.12K	0.65%	52
2022 Q3	$1.22M	Buy	60,748 +1,635	+3%	+$34.2K	0.75%	51
2022 Q2	$1.12M	Sell	59,113 -262	-0.4%	-$5.52K	0.67%	52
2022 Q1	$1.24M	Buy	59,375 +11,875	+25%	+$238K	0.69%	47
2021 Q4	$846K	Buy	+47,500	New	+$879K	0.69%	54

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

Stone Summit Wealth's AMJ Position: Q1 2024 in Review

Stone Summit Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 52,170 shares — an estimated $1.32M sold.

Stone Summit Wealth first reported a position in AMJ in Q4 2021 and held it in 9 quarters. The position peaked at $1.38M in Q3 2023. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

Stone Summit Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
Stone Summit Wealth sold 52,170 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $1.32M.
Stone Summit Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 9 quarters.
Stone Summit Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.38M in Q3 2023.
169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Stone Summit Wealth's 13F filing for Q1 2024, filed 1 May 2024.