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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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$647M
2
RC
RegentAtlantic Capital
New Jersey
$37.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.2M
5
CBU
CIBC Bank USA
Illinois
$47.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$241K
3
SFG
Sage Financial Group
Pennsylvania
$33.7M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
5
Wells Fargo
Wells Fargo
California
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
Perigon Wealth Management
California
$96K +$96K +3,005 New
WC
252
Whitnell & Co
Illinois
$88K +$33.1K +1,045 +60%
SAM
253
Solaris Asset Management
New York
$84K +$84K +2,660 New
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$82K – – –
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$78K +$10.4K +328 +15%
KKAMG
256
Kernodle & Katon Asset Management Group
Arkansas
$74K – – –
KT
257
Kanaly Trust
Texas
$70K – – –
EWM
258
Evercore Wealth Management
New York
$64K -$125K -3,895 -66%
MA
259
MCF Advisors
Kentucky
$58K +$960 +30 +2%
OTC
260
Opera Trading Capital
France
$57K -$100K -3,171 -64%
JIC
261
Joel Isaacson & Co
New York
$55K -$114K -3,567 -67%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$52K – – –
First Manhattan
263
First Manhattan
New York
$50K – – –
BIG
264
Bellwether Investment Group
Tennessee
$48K +$48K +1,500 New
WA
265
WFG Advisors
Texas
$46K – – –
SBL
266
Sargent Bickham Lagudis
Colorado
$45K -$21.6K -678 -32%
DAM
267
Delta Asset Management
Tennessee
$42K – – –
APSP
268
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K – – –
HNB
269
Huntington National Bank
Ohio
$35K -$135K – –
LOT
270
Lombard Odier Transatlantic
Quebec, Canada
$32K – – –
CLOS
271
Compagnie Lombard Odier SCmA
Switzerland
$32K – – –
DADC
272
D.A. Davidson & Co
Montana
$32K +$32K +1,010 New
WRM
273
Westport Resources Management
Connecticut
$31K -$54.7K -1,713 -64%
SFG
274
SevenBridge Financial Group
Pennsylvania
$19K +$19K +600 New
HR
275
Howe & Rusling
New York
$18K -$18.7K -585 -51%
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