AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

296 hedge funds and large institutions have $2.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
6.78%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
38
Increased
81
Reduced
128
Closed
31
Calls
$338M
Puts
$15.5M
Net Calls
+$322M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ClearBridge Investments
276
ClearBridge Investments
New York
$14K
BCM
277
Brasada Capital Management
Texas
$14K
CFGS
278
Concourse Financial Group Securities
Alabama
$13K +$13K +466 New
PWAG
279
Polaris Wealth Advisory Group
California
$13K +$13K +488 New
GWM
280
Geneos Wealth Management
Colorado
$13K +$13K +500 New
DAM
281
Delta Asset Management
Tennessee
$12K
SIAP
282
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
LGWM
283
Litman Gregory Wealth Management
California
$9K -$148K -5,250 -94%
FHA
284
Flagship Harbor Advisors
Massachusetts
$9K -$3.12K -114 -26%
WPEP
285
Walnut Private Equity Partners
Nebraska
$9K
FPFS
286
First Personal Financial Services
North Carolina
$9K +$930 +34 +12%
NFG
287
Next Financial Group
Texas
$9K +$9K +326 New
OC
288
Oakworth Capital
Alabama
$7K -$10.1K -373 -59%
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$7K +$7K +250 New
AA
291
Ancora Advisors
Ohio
$5K +$5K +164 New
YWP
292
YorkBridge Wealth Partners
New York
$4K
SIS
293
Sound Income Strategies
Florida
$3K -$146 -5 -5%
EFSCE
294
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$43.5K -1,630 -96%
SPIA
295
Steward Partners Investment Advisory
New York
$2K -$2K
AA
296
AlphaMark Advisors
Kentucky
$2K
APP
297
Avantax Planning Partners
Iowa
$2K +$2K +74 New
KJWM
298
Kiley Juergens Wealth Management
Washington
$2K +$2K +76 New
GI
299
Gradient Investments
Minnesota
$1K
ASN
300
Advisory Services Network
Georgia
$1K