AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

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

Back to rankings

277 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
5.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
52
Increased
81
Reduced
107
Closed
39
Calls
$21.7M
Puts
$24.5M
Net Calls
-$2.88M
Net Calls Change
-$43K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$94.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.3M
5
EGA
5
Eagle Global Advisors
Texas
$33.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$17.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
ECM
3
Evergreen Capital Management
Washington
$2.96M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$8.08M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
226
QCI Asset Management
New York
$87K – – –
CFA
227
Carroll Financial Associates
North Carolina
$78K -$189K -8,762 -71%
NFG
228
Next Financial Group
Texas
$78K +$16.9K +771 +28%
SFS
229
Sowell Financial Services
Arkansas
$77K -$4.57K -209 -6%
IFWM
230
Institute for Wealth Management
Colorado
$74K +$74K +3,412 New
SPIA
231
Steward Partners Investment Advisory
New York
$60K -$66K – –
DAC
232
Dividend Assets Capital
South Carolina
$52K +$52K +2,400 New
OIA
233
Optimum Investment Advisors
Illinois
$51K – – –
CFB
234
Cullen/Frost Bankers
Texas
$47K -$10.7K -492 -19%
TWP
235
TFO Wealth Partners
Ohio
$47K +$47K +2,171 New
CHC
236
City Holding Co
West Virginia
$46K – – –
LWANC
237
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K – – –
ClearBridge Investments
238
ClearBridge Investments
New York
$44K -$11K -500 -20%
PCFFS
239
Pacific Center for Financial Services
California
$43K – – –
WT
240
Whittier Trust
California
$43K – – –
MA
241
MCF Advisors
Kentucky
$40K – – –
MWP
242
MYCIO Wealth Partners
Pennsylvania
$39K -$14.6K -661 -27%
AF
243
Affiance Financial
Minnesota
$39K +$39K +1,801 New
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
$38K +$38K +1,740 New
First Manhattan
245
First Manhattan
New York
$34K – – –
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K – – –
RE
247
RBC Europe
United Kingdom
$29.2K – – –
CWA
248
Core Wealth Advisors
Florida
$28K +$28K +1,302 New
US Bancorp
249
US Bancorp
Minnesota
$27K -$63.4K -2,920 -70%
Bank of America
250
Bank of America
North Carolina
$26K -$28K – –
8 9
10
11 12