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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307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.65%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$32.6M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$28.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$21M
4
RTS
Round Table Services
New Jersey
$26.2M
5
Goldman Sachs
Goldman Sachs
New York
$32.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$341M
2
SFG
Sage Financial Group
Pennsylvania
$38.4M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
4
BJL
Brighton Jones LLC
Washington
$0
5
HT
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
226
Farr Miller & Washington
District of Columbia
$323K +$323K +10,000 New
CIC
227
Carnegie Investment Counsel
Ohio
$320K – – –
WA
228
Winfield Associates
Ohio
$313K – – –
BWM
229
Baystate Wealth Management
Massachusetts
$311K +$6.5K +202 +2%
FANJ
230
Financial Architects (New Jersey)
New Jersey
$309K -$15.5K -479 -5%
Calamos Advisors
231
Calamos Advisors
Illinois
$303K +$71.8K +2,220 +31%
FIM
232
Freedom Investment Management
Connecticut
$298K -$42.9K -1,326 -13%
DIA
233
Dana Investment Advisors
Wisconsin
$292K +$40.8K +1,265 +16%
HFS
234
Haverford Financial Services
Pennsylvania
$291K – – –
TAM
235
Tocqueville Asset Management
New York
$289K -$81.6K -2,527 -22%
JFGLC
236
Johnson Financial Group LLC (Colorado)
Colorado
$288K -$228K -7,064 -44%
DAC
237
Dividend Assets Capital
South Carolina
$282K +$35.9K +1,110 +15%
CS
238
Comerica Securities
Michigan
$271K -$12.8K -398 -5%
SGAM
239
Steinberg Global Asset Management
Florida
$263K -$3.23K -100 -1%
SSWM
240
Sheets Smith Wealth Management
North Carolina
$262K +$262K +8,125 New
Bank of New York Mellon
241
Bank of New York Mellon
New York
$259K +$45.9K +1,425 +22%
TYCC
242
Texas Yale Capital Corp
Florida
$248K – – –
BFPW
243
BOK Financial Private Wealth
Colorado
$246K -$13.5K -417 -5%
RFS
244
Rockefeller Financial Services
New York
$239K – – –
BOTW
245
Bank of the West
California
$236K – – –
CA
246
Clearstead Advisors
Ohio
$235K -$72.6K -2,250 -24%
NFG
247
NewFocus Financial Group
Washington
$234K -$65.7K -2,034 -22%
AFP
248
Ausdal Financial Partners
Iowa
$234K -$7.69K -238 -3%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$229K +$40K +1,240 +21%
WDL
250
Well Done LLC
Michigan
$228K +$228K +7,071 New
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