WA
AMJ

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

Wealth Alliance’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
2022
Q3 		– Sell
-46,841
Closed -$888K – 486
2022
Q2 		$888K Buy
+46,841
New +$986K 0.17% 141
2020
Q3 		– Sell
-10,107
Closed -$133K – 325
2020
Q2 		$133K Sell
10,107
-7,436
-42% -$97.9K 0.05% 295
2020
Q1 		$158K Buy
+17,543
New +$306K 0.09% 226

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

Wealth Alliance's AMJ Position: Q3 2022 in Review

Wealth Alliance sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 46,841 shares — an estimated $888K sold.

Wealth Alliance first reported a position in AMJ in Q1 2020 and held it in 3 quarters. The position peaked at $888K in Q2 2022. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

  • Wealth Alliance reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
  • Wealth Alliance sold 46,841 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $888K.
  • Wealth Alliance first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2020 and held it in 3 quarters.
  • Wealth Alliance's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $888K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Wealth Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.