AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

AMJ was delisted on the 21st of May, 2024.

Back to rankings

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$106M
2
EGA
Eagle Global Advisors
Texas
$93.8M
3
Morgan Stanley
Morgan Stanley
New York
$94M
4
MHI
Miller Howard Investments
New York
$73.5M
5
AR
Advisory Research
Illinois
$32.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$287M
2
Wells Fargo
Wells Fargo
California
$80.6M
3
SFG
Sage Financial Group
Pennsylvania
$26.4M
4
RC
RegentAtlantic Capital
New Jersey
$0
5
Bank of America
Bank of America
North Carolina
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$255K -$65.8K -2,284 -21%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$250K -$135K -4,665 -35%
RFS
228
Rockefeller Financial Services
New York
$243K – – –
NFG
229
Nadler Financial Group
Illinois
$232K -$45.7K -1,580 -16%
FG
230
Fiduciary Group
Georgia
$231K -$3.28M -113,075 -93%
SRC
231
Stone Run Capital
New York
$230K – – –
PWW
232
Pettyjohn Wood & White
Virginia
$217K -$48K -1,660 -18%
HPWM
233
Highland Private Wealth Management
Washington
$217K +$217K +7,525 New
WEC
234
Winslow Evans & Crocker
Massachusetts
$216K -$24.7K -854 -10%
BAM
235
Burnham Asset Management
New York
$213K +$213K +7,360 New
FAAS
236
First Allied Advisory Services
California
$210K -$301K -10,426 -59%
RC
237
Roundview Capital
New Jersey
$210K -$3.47K -120 -2%
ACM
238
Argentus Capital Management
Texas
$209K -$277K -9,571 -57%
CAAS
239
Capital Asset Advisory Services
Michigan
$201K +$201K +6,927 New
EWM
240
Evercore Wealth Management
New York
$186K +$128K +4,405 +220%
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$183K +$183K +6,305 New
OTC
242
Opera Trading Capital
France
$172K +$172K +5,971 New
LWA
243
Lenox Wealth Advisors
New York
$166K +$1.22K +42 +0.7%
JIC
244
Joel Isaacson & Co
New York
$163K +$2.26K +78 +1%
Creative Planning
245
Creative Planning
Kansas
$155K -$84.5K -2,919 -35%
LWM
246
Lenox Wealth Management
Ohio
$146K +$146K +5,026 New
AFP
247
Ausdal Financial Partners
Iowa
$145K +$145K +5,009 New
CHC
248
City Holding Co
West Virginia
$136K -$7.58K -261 -5%
WA
249
Winfield Associates
Ohio
$133K -$267K -9,250 -67%
WRM
250
Westport Resources Management
Connecticut
$119K -$19.8K -681 -14%
8 9
10
11 12