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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315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.15%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.55%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$159M
2
RC
2
RegentAtlantic Capital
New Jersey
$37.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.2M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.4M
5
AR
5
Advisory Research
Illinois
$22.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$56.7M
2
SFG
2
Sage Financial Group
Pennsylvania
$2.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$56.2M
4
Invesco
4
Invesco
Georgia
$32.1M
5
CBU
5
CIBC Bank USA
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$300K -$34K -1,239 -10%
ZIM
227
Zacks Investment Management
Illinois
$280K +$280K +10,192 New
WP
228
WealthSource Partners
California
$279K -$7.33K -267 -3%
FMW
229
Farr Miller & Washington
District of Columbia
$275K – – –
WA
230
Winfield Associates
Ohio
$274K -$15.1K -550 -5%
SWP
231
Strategic Wealth Partners
Ohio
$268K +$268K +9,809 New
CAN
232
Cetera Advisor Networks
California
$264K -$96.8K -3,543 -27%
VCA
233
Verdence Capital Advisors
Maryland
$264K +$264K +9,610 New
AFA
234
Aurora Financial Advisors
Massachusetts
$263K +$263K +9,581 New
IFAM
235
Institutional & Family Asset Management
Colorado
$262K +$262K +9,533 New
DWM
236
Dynasty Wealth Management
Florida
$259K +$259K +9,445 New
EWM
237
Edge Wealth Management
New York
$258K -$232K -8,456 -47%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$248K -$19.8K -723 -7%
HFS
239
Haverford Financial Services
Pennsylvania
$247K – – –
EAM
240
Evanson Asset Management
California
$222K -$67.2K -2,441 -23%
FAIM
241
Financial Advocates Investment Management
Washington
$220K +$220K +8,026 New
Northern Trust
242
Northern Trust
Illinois
$214K -$706K -25,679 -77%
CC
243
Cognios Capital
Kansas
$213K +$213K +7,752 New
ACI
244
Alpha Cubed Investments
California
$208K -$2.94M -106,995 -93%
SSWM
245
Sheets Smith Wealth Management
North Carolina
$207K -$94.9K -3,450 -31%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$205K +$205K +7,480 New
GAM
247
Garrison Asset Management
Arkansas
$203K -$89.8K -3,268 -31%
RFS
248
Rockefeller Financial Services
New York
$203K – – –
CA
249
Clearstead Advisors
Ohio
$200K – – –
CCM
250
Chilton Capital Management
Texas
$200K +$200K +7,295 New
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