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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293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.32%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38.1M
Net Calls
+$495M
Net Calls Change
+$110M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$257M
2
CS
2
Credit Suisse
Switzerland
$14.6M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$16.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
BJL
5
Brighton Jones LLC
Washington
$85.3M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$0
2
SFG
2
Sage Financial Group
Pennsylvania
$39.7M
3
RC
3
RegentAtlantic Capital
New Jersey
$35M
4
Invesco
4
Invesco
Georgia
$25.8M
5
MWAC
5
Mariner Wealth Advisors (Cincinnati)
Ohio
$246K
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
276
Asset Planning Services (Pennsylvania)
Pennsylvania
$33K – – –
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$28K – – –
SBL
278
Sargent Bickham Lagudis
Colorado
$26K – – –
CAL
279
Capital Advisors Ltd
Ohio
$23K – – –
DAM
280
Delta Asset Management
Tennessee
$13K – – –
SIAP
281
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K – – –
MCIA
282
Mountain Capital Investment Advisors
Colorado
$11K +$2.21K +81 +25%
WTB
283
Washington Trust Bank
Washington
$11K +$11K +400 New
WPEP
284
Walnut Private Equity Partners
Nebraska
$10K – – –
FPFS
285
First Personal Financial Services
North Carolina
$8K – – –
TSW
286
Thompson Siegel & Walmsley
Virginia
$8K +$5.93K +200 +286%
LWCFA
287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
Parallax Volatility Advisers
288
Parallax Volatility Advisers
California
$7K +$6.97K +259 +25,900%
YWP
289
YorkBridge Wealth Partners
New York
$4K – – –
TRCT
290
Tower Research Capital (TRC)
New York
$3K -$3K -100 -50%
ASN
291
Advisory Services Network
Georgia
$3K – – –
AIA
292
Armor Investment Advisors
North Carolina
$3K – – –
IIC
293
Integrated Investment Consultants
Michigan
$3K +$3K +100 New
WEC
294
Winslow Evans & Crocker
Massachusetts
$2.82K -$134K -4,739 -98%
SPIA
295
Steward Partners Investment Advisory
New York
$2K -$2K -91 Closed
AA
296
AlphaMark Advisors
Kentucky
$2K – – –
NR
297
Newfound Research
Massachusetts
$1K -$2.59M -70,051 -100%
SHJ
298
Sharkey, Howes & Javer
Colorado
$1K – – –
HR
299
Howe & Rusling
New York
$1K – – –
CFD
300
Creative Financial Designs
Indiana
$1K – – –
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