AMJ

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

Overview Fund Activity
Delisted

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

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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$647M
2
RC
RegentAtlantic Capital
New Jersey
$37.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.2M
5
CBU
CIBC Bank USA
Illinois
$47.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$241K
3
SFG
Sage Financial Group
Pennsylvania
$33.7M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
5
Wells Fargo
Wells Fargo
California
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
226
BOK Financial Private Wealth
Colorado
$246K +$246K +7,740 New
DAC
227
Dividend Assets Capital
South Carolina
$243K -$233K -7,325 -49%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$241K -$29.6M -929,123 -99%
RFS
229
Rockefeller Financial Services
New York
$235K -$31.7K -1,000 -12%
AFP
230
Ausdal Financial Partners
Iowa
$234K +$234K +7,367 New
BOTW
231
Bank of the West
California
$232K +$232K +7,300 New
WI
232
WrapManager Inc
California
$231K +$231K +7,273 New
VKH
233
Virtu KCG Holdings
New York
$216K +$216K +6,791 New
WP
234
WealthSource Partners
California
$211K +$211K +6,629 New
BRWA
235
B. Riley Wealth Advisors
Florida
$207K +$207K +6,489 New
KFC
236
Klingenstein Fields & Co
New York
$205K +$205K +6,430 New
ICAS
237
Investors Capital Advisory Services
Massachusetts
$199K +$199K +6,294 New
PMFA
238
Plante Moran Financial Advisors
Michigan
$183K – – –
LWM
239
Lenox Wealth Management
Ohio
$178K -$30.3K -952 -15%
CF
240
CenterStar Fund
Illinois
$160K – – –
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$159K -$197K -6,205 -55%
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$150K -$19K -600 -11%
Deutsche Bank
243
Deutsche Bank
Germany
$144K -$111K – –
WEC
244
Winslow Evans & Crocker
Massachusetts
$136K +$2.67K +84 +2%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$132K -$6.37K -200 -5%
HT
246
Hefren-Tillotson
Pennsylvania
$132K +$52.6K +1,666 +66%
CHC
247
City Holding Co
West Virginia
$130K -$6.37K -200 -5%
NFG
248
Next Financial Group
Texas
$130K +$95 +3 +0.1%
PCM
249
Prelude Capital Management
New York
$127K – – –
GT
250
Glenmede Trust
Pennsylvania
$122K -$5.08K -160 -4%
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