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

Wipfli Financial Advisors’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	$25K	Buy	+1,260	New	+$26.4K	﹤0.01%	1482

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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 $490M AUM 60.73% 1-Year Est. Return

Wipfli Financial Advisors's AMJ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022: 1,260 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings.

168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

Wipfli Financial Advisors held 1,260 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $25K as of Q3 2022.
JP Morgan Alerian MLP Index ETN 5/24/24 was a new Wipfli Financial Advisors position in Q3 2022.
JP Morgan Alerian MLP Index ETN 5/24/24 made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1482 holding.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.