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 %
BCM
326
Brookstone Capital Management
Illinois
– -$360K -13,105 Closed
WPP
327
Whalerock Point Partners
Rhode Island
– -$339K -12,338 Closed
Natixis Advisors
328
Natixis Advisors
Massachusetts
– -$319K -11,619 Closed
SCM
329
Southport Capital Management
Tennessee
– -$318K -11,562 Closed
SIAS
330
Shine Investment Advisory Services
Colorado
– -$306K -11,152 Closed
RTS
331
Round Table Services
New Jersey
– -$273K -9,942 Closed
MBT
332
Montecito Bank & Trust
California
– -$262K -9,540 Closed
FC
333
Fiduciary Counselling
Minnesota
– -$262K -9,530 Closed
HSA
334
HBK Sorce Advisory
Pennsylvania
– -$246K -8,970 Closed
AWA
335
Arete Wealth Advisors
Illinois
– -$242K -8,820 Closed
PFS
336
Prospera Financial Services
Texas
– -$207K -7,600 Closed
EWA
337
EP Wealth Advisors
California
– -$207K -7,540 Closed
MA
338
Montag & Associates
Georgia
– -$206K -7,510 Closed
EAM
339
Evanson Asset Management
California
– -$206K -7,495 Closed
GAM
340
Garrison Asset Management
Arkansas
– -$206K -7,492 Closed
NWP
341
Northstar Wealth Partners
Connecticut
– -$204K -7,430 Closed
DPIM
342
Duff & Phelps Investment Management
Illinois
– -$203K -7,400 Closed
VAIA
343
Virtus Alternative Investment Advisers
Connecticut
– -$203K -7,400 Closed
State of Tennessee, Department of Treasury
344
State of Tennessee, Department of Treasury
Tennessee
– -$200K -7,300 Closed
CPA
345
Clear Perspective Advisors
Illinois
– -$1.67M -6,062 Closed
WIA
346
Westbourne Investment Advisors
Maryland
– -$163K -5,940 Closed
VFA
347
Valeo Financial Advisors
Indiana
– -$35K -1,390 Closed
TWMP
348
Taylor Wealth Management Partners
Massachusetts
– -$37K -1,350 Closed
FMII
349
Farmers & Merchants Investments Inc
Nebraska
– -$23K -855 Closed
CAL
350
Capital Advisors Ltd
Ohio
– -$22K -800 Closed
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