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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267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$822M
2
Wolverine Trading
Wolverine Trading
Illinois
$31.4M
3
ST
Sageworth Trust
Pennsylvania
$26.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
$19.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.3M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$78.6M
2
Invesco
Invesco
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.6M
4
DF
Donoghue Forlines
Massachusetts
$0
5
Morgan Stanley
Morgan Stanley
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
251
Sonora Investment Management
Arizona
$12K – – –
DAM
252
Delta Asset Management
Tennessee
$10K – – –
SIAP
253
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
WEC
254
Winslow Evans & Crocker
Massachusetts
$8K -$28.8K -720 -78%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
WPEP
256
Walnut Private Equity Partners
Nebraska
$8K – – –
FGAM
257
Financial Gravity Asset Management
Texas
$6K -$2.41K -105 -29%
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
PH
259
Pinnacle Holdings
Oklahoma
$5K +$5K +215 New
BCA
260
Berman Capital Advisors
Georgia
$4K -$5.29K -259 -57%
SBL
261
Sargent Bickham Lagudis
Colorado
$4K – – –
MCM
262
McMillion Capital Management
North Carolina
$4K – – –
AA
263
AlphaMark Advisors
Kentucky
$2K – – –
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
SCA
265
Strategic Capital Advisers
Colorado
$2K +$2K +100 New
TRCT
266
Tower Research Capital (TRC)
New York
$2K +$2K +100 New
GWM
267
Geneos Wealth Management
Colorado
$1K -$790K -67,908 -100%
S
268
SignatureFD
Georgia
$1K – – –
SIS
269
Sound Income Strategies
Florida
$1K – – –
GT
270
Glenmede Trust
Pennsylvania
$43 – – –
DF
271
Donoghue Forlines
Massachusetts
– -$12.3M -489,541 Closed
PWPCM
272
Perella Weinberg Partners Capital Management
New York
– -$3.28M -130,719 Closed
MAFM
273
Mid Atlantic Financial Management
Pennsylvania
– -$3.01M -119,870 Closed
JIC
274
Johnson Investment Counsel
Ohio
– -$2.35M -93,450 Closed
RCAG
275
Rehmann Capital Advisory Group
Michigan
– -$2.32M -92,362 Closed
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