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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277 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
5.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
52
Increased
81
Reduced
107
Closed
39
Calls
$21.7M
Puts
$24.5M
Net Calls
-$2.88M
Net Calls Change
-$43K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$94.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.3M
5
EGA
5
Eagle Global Advisors
Texas
$33.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$17.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
ECM
3
Evergreen Capital Management
Washington
$2.96M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$8.08M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
276
Geneos Wealth Management
Colorado
$1K – – –
RG
277
Retirement Group
California
$1K +$1K +33 New
SWM
278
Sugarloaf Wealth Management
Georgia
$1K +$1K +42 New
CBB
279
Citizens Business Bank
California
– -$13.4M -575,511 Closed
MAM
280
Marquette Asset Management
Minnesota
– -$4.08M -175,275 Closed
AI
281
ArchPoint Investors
Florida
– -$3.37M -145,000 Closed
ACI
282
Alpha Cubed Investments
California
– -$2.61M -112,145 Closed
American Century Companies
283
American Century Companies
Missouri
– -$1.92M -82,669 Closed
WCM
284
Windsor Capital Management
Arizona
– -$1.76M -75,834 Closed
WAM
285
Wakefield Asset Management
Colorado
– -$1.33M -56,952 Closed
SHWM
286
Smith & Howard Wealth Management
Georgia
– -$1.19M -50,976 Closed
MWM
287
Mission Wealth Management
California
– -$1.1M -47,050 Closed
EW
288
Evoke Wealth
California
– -$754K -32,384 Closed
LCM
289
Liberty Capital Management
Michigan
– -$661K -28,404 Closed
BA
290
Bristlecone Advisors
Washington
– -$621K -26,700 Closed
CTA
291
Chesley Taft & Associates
Illinois
– -$539K -23,146 Closed
OFG
292
Oxford Financial Group
Indiana
– -$461K -19,827 Closed
CA
293
Cetera Advisors
Colorado
– -$419K -17,975 Closed
HF
294
HRT Financial
New York
– -$416K -17,890 Closed
NA
295
NewEdge Advisors
Louisiana
– -$354K -15,359 Closed
AL
296
Aspiriant LLC
California
– -$314K -13,547 Closed
AA
297
Apriem Advisors
California
– -$299K -12,850 Closed
NFC
298
Northeast Financial Consultants
Connecticut
– -$467K -11,210 Closed
TA
299
Tiedemann Advisors
New York
– -$249K -10,692 Closed
BAM
300
Blueshift Asset Management
New Jersey
– -$246K -10,576 Closed
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