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AMJ

TrueWealth LLC’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

TrueWealth LLC’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
2018
Q1 		– Sell
-1,258
Closed -$35K – 932
2017
Q4 		$35K Buy
+1,258
New +$34.1K 0.02% 333

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

TrueWealth LLC's AMJ Position: Q1 2018 in Review

TrueWealth LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 1,258 shares — an estimated $35K sold.

TrueWealth LLC first reported a position in AMJ in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

  • TrueWealth LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
  • TrueWealth LLC sold 1,258 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $35K.
  • TrueWealth LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 1 quarter.
  • TrueWealth LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $35K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.