AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

296 hedge funds and large institutions have $2.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
6.78%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
38
Increased
81
Reduced
128
Closed
31
Calls
$338M
Puts
$15.5M
Net Calls
+$322M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$213K +$102K +3,719 +92%
EWA
227
EP Wealth Advisors
California
$207K +$207K +7,540 New
PFS
228
Prospera Financial Services
Texas
$207K +$207K +7,600 New
EAM
229
Evanson Asset Management
California
$206K -$22.4K -816 -10%
GAM
230
Garrison Asset Management
Arkansas
$206K +$206K +7,492 New
MA
231
Montag & Associates
Georgia
$206K +$206K +7,510 New
NWP
232
Northstar Wealth Partners
Connecticut
$204K +$204K +7,430 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$203K
DPIM
234
Duff & Phelps Investment Management
Illinois
$203K +$203K +7,400 New
VAIA
235
Virtus Alternative Investment Advisers
Connecticut
$203K +$203K +7,400 New
State of Tennessee, Department of Treasury
236
State of Tennessee, Department of Treasury
Tennessee
$200K +$200K +7,300 New
PCFFS
237
Pacific Center for Financial Services
California
$177K -$15.7K -570 -8%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$176K +$62.6K +2,285 +55%
SEI Investments
239
SEI Investments
Pennsylvania
$174K -$157K -5,649 -47%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$164K +$82.2K +2,991 +100%
WIA
241
Westbourne Investment Advisors
Maryland
$163K +$163K +5,940 New
CFG
242
Citizens Financial Group
Rhode Island
$141K
ZB
243
Zions Bancorporation
Utah
$133K +$133K +4,852 New
RFC
244
Regions Financial Corp
Alabama
$129K +$5.64K +206 +5%
APA
245
American Portfolios Advisors
New York
$120K +$10.5K +382 +10%
RFWA
246
RPg Family Wealth Advisory
Massachusetts
$115K +$26.7K +974 +30%
PA
247
Parallel Advisors
California
$102K -$5.49K -200 -5%
CHC
248
City Holding Co
West Virginia
$75K -$19.2K -700 -20%
OIA
249
Optimum Investment Advisors
Illinois
$64K
SWM
250
SeaCrest Wealth Management
New York
$60K +$45K +1,640 +300%