AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
226
RPg Family Wealth Advisory
Massachusetts
$139K +$78.3K +3,262 +129%
LGWM
227
Litman Gregory Wealth Management
California
$126K +$16.8K +700 +15%
RFC
228
Regions Financial Corp
Alabama
$113K -$4.8K -200 -4%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$99K -$8.99K -376 -8%
APA
230
American Portfolios Advisors
New York
$94.9K +$13.1K +547 +16%
CG
231
Cutler Group
California
$93K -$489K -20,431 -84%
CHC
232
City Holding Co
West Virginia
$86K
PA
233
Parallel Advisors
California
$84K
IWM
234
IHT Wealth Management
Illinois
$71K
OIA
235
Optimum Investment Advisors
Illinois
$68K +$68K +2,840 New
HT
236
Hefren-Tillotson
Pennsylvania
$65K -$12.8K -535 -16%
PCM
237
Prelude Capital Management
New York
$65K +$65K +2,692 New
Bank of America
238
Bank of America
North Carolina
$57K -$9.27M -337,462 Closed
VFA
239
Valeo Financial Advisors
Indiana
$54K +$54K +2,241 New
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$51K -$78K -3,233 -60%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$51K -$11.2K -469 -18%
GT
242
Glenmede Trust
Pennsylvania
$51K
PWM
243
Perigon Wealth Management
California
$47K
MA
244
MCF Advisors
Kentucky
$44K
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$41K -$20.5K -855 -33%
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$41K
CFA
247
Camarda Financial Advisors
Florida
$40K -$78.1K -3,256 -66%
First Manhattan
248
First Manhattan
New York
$38K
CA
249
Crewe Advisors
Utah
$37K
TWMP
250
Taylor Wealth Management Partners
Massachusetts
$36K -$7.2K -300 -17%