TFO
AMJ

Tarbox Family Office’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Tarbox Family Office’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
2021
Q2 		– Sell
-76
Closed -$1K – 1228
2021
Q1 		$1K Hold
76
– – ﹤0.01% 1114
2020
Q4 		$1K Sell
76
-997
-93% -$13K ﹤0.01% 1096
2020
Q3 		$12K Buy
1,073
+400
+59% +$5.03K ﹤0.01% 366
2020
Q2 		$9K Buy
+673
New +$8.86K ﹤0.01% 394

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Tarbox Family Office's AMJ Position: Q2 2021 in Review

Tarbox Family Office sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2021, closing a stake of 76 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in AMJ in Q2 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2020. 181 funds tracked by Wall St. Rank hold AMJ as of Q2 2021.

  • Tarbox Family Office reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 76 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2021, an estimated $1K.
  • Tarbox Family Office first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2020 and held it in 4 quarters.
  • Tarbox Family Office's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $12K in Q3 2020.
  • 181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.