AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.96%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Shares
Change %
SGAM
251
Steinberg Global Asset Management
Florida
$260K -$52.1K -1,650 -17%
BFPW
252
BOK Financial Private Wealth
Colorado
$254K -$25.8K -815 -9%
OA
253
Oxbow Advisors
Texas
$252K +$252K +7,976 New
DIA
254
Dana Investment Advisors
Wisconsin
$246K +$11.9K +375 +5%
Stifel Financial
255
Stifel Financial
Missouri
$243K -$153K -4,807 -39%
TYCC
256
Texas Yale Capital Corp
Florida
$243K -$44.9K -1,420 -16%
DAC
257
Dividend Assets Capital
South Carolina
$241K
AFP
258
Ausdal Financial Partners
Iowa
$237K
RFS
259
Rockefeller Financial Services
New York
$234K
BOTW
260
Bank of the West
California
$231K
Calamos Advisors
261
Calamos Advisors
Illinois
$226K +$226K +7,150 New
RJT
262
Raymond James Trust
Florida
$225K +$22.6K +715 +11%
ST
263
Spot Trading
Illinois
$223K +$52.7K +1,667 +31%
CC
264
Cognios Capital
Kansas
$222K +$222K +7,016 New
WSCM
265
Wellington Shields Capital Management
New York
$219K +$6.33K +200 +3%
LPIC
266
LeJeune Puetz Investment Counsel
Michigan
$215K +$215K +6,800 New
Bank of New York Mellon
267
Bank of New York Mellon
New York
$209K -$28.7K -910 -12%
PFS
268
Prospera Financial Services
Texas
$208K +$208K +6,565 New
SIC
269
Sigma Investment Counselors
Michigan
$204K -$4.75K -150 -2%
KFC
270
Klingenstein Fields & Co
New York
$203K
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$185K +$60.4K +1,911 +48%
PMFA
272
Plante Moran Financial Advisors
Michigan
$181K
LWM
273
Lenox Wealth Management
Ohio
$175K +$3.76K +119 +2%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$157K +$9.64K +305 +7%
CPIG
275
Chicago Partners Investment Group
Illinois
$156K +$142K +4,476 +999%