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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298 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.65%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
62
Increased
83
Reduced
116
Closed
56
Calls
$319M
Puts
$21.5M
Net Calls
+$297M
Net Calls Change
-$24.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$157M
2
PPA
2
Parametric Portfolio Associates
Washington
$80.8M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$76.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M
5
MHI
5
Miller Howard Investments
New York
$22.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$244M
2
Invesco
2
Invesco
Georgia
$23.9M
3
CB
3
Commerce Bank
Missouri
$32.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$138K -$3.3M -147,515 -96%
IAS
227
IMA Advisory Services
Colorado
$127K +$127K +5,670 New
EWA
228
ERTS Wealth Advisors
Michigan
$122K +$122K +5,452 New
CFG
229
Citizens Financial Group
Rhode Island
$114K – – –
Deutsche Bank
230
Deutsche Bank
Germany
$111K -$220K – –
RFC
231
Regions Financial Corp
Alabama
$110K +$4.48K +200 +4%
ZB
232
Zions Bancorporation
Utah
$108K – – –
APA
233
American Portfolios Advisors
New York
$104K +$6.34K +284 +6%
PCFFS
234
Pacific Center for Financial Services
California
$99K -$45.1K -2,015 -31%
SEI Investments
235
SEI Investments
Pennsylvania
$93K -$44.7K -2,036 -32%
OC
236
Oakworth Capital
Alabama
$86K +$80.2K +3,586 +1,390%
ESB
237
Essex Savings Bank
Connecticut
$86K +$86K +3,850 New
PA
238
Parallel Advisors
California
$82K – – –
PCIG
239
Partners Capital Investment Group
Massachusetts
$77K -$5.87M -262,252 -99%
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K +$35.1K +1,583 +93%
HIM
241
Hillsdale Investment Management
Ontario, Canada
$60K +$20K +900 +50%
CH
242
Canton Hathaway
Rhode Island
$58K +$42K +1,886 +263%
CHC
243
City Holding Co
West Virginia
$56K -$4.74K -213 -8%
ClearBridge Investments
244
ClearBridge Investments
New York
$56K +$44.8K +2,000 +400%
LWANC
245
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K +$55K +2,460 New
OIA
246
Optimum Investment Advisors
Illinois
$52K – – –
WT
247
Whittier Trust
California
$50K -$281K -12,615 -85%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$48K -$86.6K -3,841 -64%
WAM
249
Wakefield Asset Management
Colorado
$46K -$2.51M -113,108 -98%
CWM
250
Cedar Wealth Management
California
$44K +$44K +1,950 New
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