TI
AMJ

Truepoint Inc’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Truepoint Inc’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
-43,129
Closed -$1.09M – 247
2023
Q4 		$1.09M Buy
43,129
+734
+2% +$18.4K 0.03% 75
2023
Q3 		$1.05M Buy
42,395
+712
+2% +$17K 0.03% 75
2023
Q2 		$955K Buy
41,683
+747
+2% +$16.8K 0.03% 69
2023
Q1 		$908K Buy
40,936
+707
+2% +$16K 0.03% 72
2022
Q4 		$875K Buy
40,229
+655
+2% +$14.4K 0.03% 77
2022
Q3 		$794K Buy
39,574
+643
+2% +$13.5K 0.04% 72
2022
Q2 		$738K Buy
38,931
+590
+2% +$12.4K 0.04% 74
2022
Q1 		$802K Buy
38,341
+921
+2% +$18.5K 0.04% 64
2021
Q4 		$666K Buy
37,420
+720
+2% +$13.3K 0.03% 70
2021
Q3 		$667K Sell
36,700
-8,885
-19% -$161K 0.03% 71
2021
Q2 		$896K Buy
45,585
+734
+2% +$13.7K 0.05% 55
2021
Q1 		$744K Buy
44,851
+1,785
+4% +$28.3K 0.05% 56
2020
Q4 		$598K Buy
43,066
+922
+2% +$12K 0.04% 62
2020
Q3 		$454K Buy
42,144
+1,290
+3% +$16.2K 0.03% 43
2020
Q2 		$539K Buy
40,854
+879
+2% +$11.6K 0.04% 40
2020
Q1 		$361K Buy
39,975
+24,880
+165% +$435K 0.03% 44
2019
Q4 		$329K Buy
15,095
+330
+2% +$7.1K 0.02% 89
2019
Q3 		$344K Buy
14,765
+294
+2% +$7.1K 0.03% 81
2019
Q2 		$363K Buy
14,471
+196
+1% +$4.94K 0.03% 85
2019
Q1 		$364K Buy
14,275
+869
+6% +$21.7K 0.03% 77
2018
Q4 		$299K Buy
13,406
+110
+0.8% +$2.78K 0.03% 84
2018
Q3 		$365K Buy
13,296
+230
+2% +$6.42K 0.03% 75
2018
Q2 		$347K Buy
+13,066
New +$342K 0.03% 74

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

Truepoint Inc's AMJ Position: Q1 2024 in Review

Truepoint Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 43,129 shares — an estimated $1.09M sold.

Truepoint Inc first reported a position in AMJ in Q2 2018 and held it in 23 quarters. The position peaked at $1.09M in Q4 2023. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Truepoint Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 43,129 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $1.09M.
  • Truepoint Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 23 quarters.
  • Truepoint Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.09M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.