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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298 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.65%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
62
Increased
83
Reduced
116
Closed
56
Calls
$319M
Puts
$21.5M
Net Calls
+$297M
Net Calls Change
-$24.7M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$157M
2
PPA
Parametric Portfolio Associates
Washington
$80.8M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$76.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
5
MHI
Miller Howard Investments
New York
$22.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$244M
2
Invesco
Invesco
Georgia
$23.9M
3
CB
Commerce Bank
Missouri
$32.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.31M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
276
Winslow Evans & Crocker
Massachusetts
$12K – – –
CCM
277
Covington Capital Management
California
$12K – – –
BCM
278
Brasada Capital Management
Texas
$11K – – –
DAM
279
Delta Asset Management
Tennessee
$10K – – –
SIAP
280
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
WPEP
281
Walnut Private Equity Partners
Nebraska
$8K – – –
MWM
282
Mascoma Wealth Management
New Hampshire
$8K +$8K +370 New
FPFS
283
First Personal Financial Services
North Carolina
$7K -$576 -25 -8%
LGWM
284
Litman Gregory Wealth Management
California
$7K – – –
NFG
285
Next Financial Group
Texas
$7K +$64 +3 +0.9%
FHA
286
Flagship Harbor Advisors
Massachusetts
$7K +$125 +6 +2%
TNBTD
287
Trustmark National Bank Trust Department
Mississippi
$6K – – –
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$5K -$30.1K -1,288 -86%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$4K -$125K -6,227 -97%
BTNA
291
Bremer Trust National Association
Minnesota
$4K +$4K +184 New
TFA
292
Transamerica Financial Advisors
Florida
$3K -$1.19M -46,520 -100%
DWM
293
Doyle Wealth Management
Florida
$3K +$3K +144 New
EFSCE
294
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
AA
295
AlphaMark Advisors
Kentucky
$2K – – –
SIS
296
Sound Income Strategies
Florida
$1K -$1.4K -60 -58%
S
297
SignatureFD
Georgia
$1K – – –
KL
298
KWMG LLC
Kansas
$1K +$1K +27 New
NA
299
NewEdge Advisors
Louisiana
$531 +$211 +9,470 +66%
GT
300
Glenmede Trust
Pennsylvania
$41 +$41 +1,872 New
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