VF
AMJ

VitalStone Financial’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

VitalStone Financial’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
Q2 		– Sell
-175
Closed -$5K – 603
2024
Q1 		$5K Hold
175
– – ﹤0.01% 339
2023
Q4 		$4K Hold
175
– – ﹤0.01% 354
2023
Q3 		$4K Buy
+175
New +$4.19K ﹤0.01% 326

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

VitalStone Financial's AMJ Position: Q2 2024 in Review

VitalStone Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 175 shares — an estimated $5K sold.

VitalStone Financial first reported a position in AMJ in Q3 2023 and held it in 3 quarters. The position peaked at $5K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • VitalStone Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 175 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $5K.
  • VitalStone Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2023 and held it in 3 quarters.
  • VitalStone Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.