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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$17.5K +551 New
LWA
277
Lowe Wealth Advisors
Maryland
$17K – – –
WTB
278
Washington Trust Bank
Washington
$17K – – –
VCM
279
Versant Capital Management
Arizona
$15K – – –
SIG
280
Stanford Investment Group
California
$14K – – –
PSC
281
Prentiss Smith & Co
Vermont
$14K – – –
CPIG
282
Chicago Partners Investment Group
Illinois
$14K +$222 +7 +2%
DBT
283
Dubuque Bank & Trust
Iowa
$13K +$13K +414 New
SHJ
284
Sharkey, Howes & Javer
Colorado
$12K +$12K +375 New
FIB
285
First Interstate Bank
Montana
$10K – – –
HPBT
286
High Point Bank & Trust
North Carolina
$10K – – –
CFN
287
Cordasco Financial Network
Florida
$9K -$26.2K -800 -74%
FPFS
288
First Personal Financial Services
North Carolina
$9K – – –
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
SF
290
Synovus Financial
Georgia
$8K +$8K +250 New
SAM
291
Shamrock Asset Management
Texas
$6K – – –
PVH
292
Psagot Value Holdings
Israel
$6K +$6K +190 New
PFO
293
Pathstone Family Office
New Jersey
$3K – – –
CYG
294
Clean Yield Group
Vermont
$3K – – –
GI
295
Gradient Investments
Minnesota
$1K -$29.8K -625 -97%
FHC
296
First Heartland Consultants
Missouri
$336 – – –
WP
297
WealthPLAN Partners
Nebraska
$22 +$22 +691 New
WKKFT
298
W.K. Kellogg Foundation Trust
Michigan
– -$22.6M -835,000 Closed
Millennium Management
299
Millennium Management
New York
– -$6.75M -249,162 Closed
EWA
300
EP Wealth Advisors
California
– -$5.69M -210,109 Closed
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