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

Sugarloaf Wealth 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
2023 Q1	–	Sell	-42	Closed	-$914	–	793
2022 Q4	$914	Hold	42	–	–	﹤0.01%	711
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	819
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	770
2022 Q1	$1K	Hold	42	–	–	﹤0.01%	706
2021 Q4	$1K	Hold	42	–	–	﹤0.01%	735
2021 Q3	$1K	Hold	42	–	–	﹤0.01%	750
2021 Q2	$1K	Hold	42	–	–	﹤0.01%	740
2021 Q1	$1	Hold	42	–	–	﹤0.01%	733
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	703
2020 Q3	$0	Hold	42	–	–	﹤0.01%	732
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	659
2020 Q1	$0	Hold	42	–	–	﹤0.01%	750
2019 Q4	$1K	Buy	+42	New	+$904	﹤0.01%	686

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Sugarloaf Wealth Management's AMJ Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 42 shares — an estimated $914 sold.

Sugarloaf Wealth Management first reported a position in AMJ in Q4 2019 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

Sugarloaf Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 42 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $914.
Sugarloaf Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1K in Q3 2022.
174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.