SSW
AMJ

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EH
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return