WAP
AMJ

Wealthcare Advisory Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Wealthcare Advisory Partners’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
-8,600
Closed -$218K – 839
2023
Q4 		$218K Sell
8,600
-761
-8% -$19.1K 0.01% 699
2023
Q3 		$231K Buy
9,361
+29
+0.3% +$694 0.01% 616
2023
Q2 		$214K Sell
9,332
-1,420
-13% -$31.9K 0.01% 657
2023
Q1 		$239K Buy
10,752
+28
+0.3% +$632 0.01% 647
2022
Q4 		$233K Buy
10,724
+26
+0.2% +$571 0.01% 608
2022
Q3 		$215K Buy
10,698
+25
+0.2% +$523 0.01% 557
2022
Q2 		$202K Buy
10,673
+24
+0.2% +$505 0.01% 533
2022
Q1 		$223K Sell
10,649
-299
-3% -$6K 0.01% 494
2021
Q4 		$195K Sell
10,948
-8
-0.1% -$148 0.01% 551
2021
Q3 		$199K Buy
10,956
+436
+4% +$7.91K 0.01% 522
2021
Q2 		$207K Sell
10,520
-279
-3% -$5.2K 0.01% 516
2021
Q1 		$179K Sell
10,799
-2,005
-16% -$31.8K 0.01% 510
2020
Q4 		$178K Sell
12,804
-2,597
-17% -$33.8K 0.02% 403
2020
Q3 		$166K Sell
15,401
-1,460
-9% -$18.3K 0.02% 341
2020
Q2 		$223K Sell
16,861
-2,268
-12% -$29.9K 0.03% 281
2020
Q1 		$173K Sell
19,129
-323,397
-94% -$5.65M 0.03% 283
2019
Q4 		$7.47M Buy
342,526
+65,108
+23% +$1.4M 0.95% 19
2019
Q3 		$6.46M Buy
277,418
+31,075
+13% +$750K 0.94% 19
2019
Q2 		$6.19M Buy
246,343
+27,417
+13% +$691K 0.98% 18
2019
Q1 		$5.58M Sell
218,926
-13,065
-6% -$326K 0.95% 21
2018
Q4 		$5.18M Sell
231,991
-41,411
-15% -$1.05M 1% 21
2018
Q3 		$7.51M Sell
273,402
-5,992
-2% -$167K 1.38% 14
2018
Q2 		$7.43M Buy
279,394
+7,584
+3% +$198K 1.46% 12
2018
Q1 		$6.52M Buy
271,810
+80,375
+42% +$2.2M 1.47% 12
2017
Q4 		$5.26M Buy
191,435
+29,609
+18% +$804K 1.35% 14
2017
Q3 		$4.57M Buy
161,826
+9,798
+6% +$282K 1.36% 14
2017
Q2 		$4.51M Buy
152,028
+35,190
+30% +$1.08M 2.19% 13
2017
Q1 		$3.77M Buy
116,838
+80,302
+220% +$2.62M 2.06% 12
2016
Q4 		$1.16M Buy
36,536
+13,719
+60% +$419K 0.68% 18
2016
Q3 		$719K Buy
22,817
+859
+4% +$27K 0.47% 17
2016
Q2 		$698K Buy
+21,958
New +$654K 0.49% 17

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

Wealthcare Advisory Partners's AMJ Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2024, closing a stake of 8,600 shares — an estimated $218K sold.

Wealthcare Advisory Partners first reported a position in AMJ in Q2 2016 and held it in 31 quarters. The position peaked at $7.51M in Q3 2018. 169 funds tracked by Wall St. Rank hold AMJ as of Q1 2024.

  • Wealthcare Advisory Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 8,600 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2024, an estimated $218K.
  • Wealthcare Advisory Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2016 and held it in 31 quarters.
  • Wealthcare Advisory Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.51M in Q3 2018.
  • 169 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.