TWM
AMJ

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

Tradition 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
2024
Q1 		– Sell
-656
Closed -$17K – 1248
2023
Q4 		$17K Buy
656
+11
+2% +$276 ﹤0.01% 889
2023
Q3 		$16K Buy
645
+11
+2% +$263 ﹤0.01% 912
2023
Q2 		$15K Buy
634
+11
+2% +$247 ﹤0.01% 955
2023
Q1 		$14K Buy
623
+11
+2% +$248 ﹤0.01% 920
2022
Q4 		$13K Buy
612
+10
+2% +$220 ﹤0.01% 854
2022
Q3 		$12K Buy
602
+10
+2% +$209 ﹤0.01% 897
2022
Q2 		$11K Buy
592
+9
+2% +$190 ﹤0.01% 812
2022
Q1 		$12K Sell
583
-1,066
-65% -$21.4K ﹤0.01% 862
2021
Q4 		$29K Buy
1,649
+12
+0.7% +$222 ﹤0.01% 656
2021
Q3 		$30K Sell
1,637
-70
-4% -$1.27K ﹤0.01% 640
2021
Q2 		$34K Buy
1,707
+9
+0.5% +$168 0.01% 636
2021
Q1 		$28K Buy
1,698
+10
+0.6% +$159 ﹤0.01% 567
2020
Q4 		$23K Buy
+1,688
New +$22K ﹤0.01% 570

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EH
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tradition Wealth Management's AMJ Position: Q1 2024 in Review

Tradition Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 656 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in AMJ in Q4 2020 and held it in 13 quarters. The position peaked at $34K in Q2 2021. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Tradition Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 656 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $17K.
  • Tradition Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $34K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.