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 $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$466M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$639M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.1M
4
CNB
City National Bank
California
$16.4M
5
M&T Bank
M&T Bank
New York
$9.75M

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
$0
2
HCM
Hilton Capital Management
New York
$12.4M
3
TCB
Texas Capital Bancshares
Texas
$11.5M
4
BC
Brinker Capital
Pennsylvania
$21.2M
5
Goldman Sachs
Goldman Sachs
New York
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
26
Smith & Howard Wealth Management
Georgia
$21.5M +$243K +4,583 +1%
FAG
27
Financial Advisory Group
Texas
$21.3M -$2.68M -50,578 -11%
BC
28
Brinker Capital
Pennsylvania
$21.2M -$10.4M -196,848 -33%
NEIRG
29
New England Investment & Retirement Group
Massachusetts
$20.9M +$166K +3,128 +0.8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$19M -$108K -2,028 -0.6%
JIC
31
Johnson Investment Counsel
Ohio
$18.5M -$512K -9,640 -3%
CNB
32
City National Bank
California
$16.4M +$12.9M +242,316 +363%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$16.2M +$2.38M +44,786 +17%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$16.2M +$733K +13,803 +5%
CCG
35
Chatham Capital Group
Georgia
$15.7M +$102K +1,920 +0.7%
WTC
36
WhitTier Trust Company
Nevada
$15.4M -$108K -2,039 -0.7%
VWM
37
Vector Wealth Management
Minnesota
$14.5M -$108K -2,028 -0.7%
LPL Financial
38
LPL Financial
California
$14.4M +$547K +10,455 +4%
JIP
39
Jaffetilchin Investment Partners
Florida
$13.9M +$420K +7,910 +3%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$13.8M -$415K -7,816 -3%
DWA
41
Dorsey Wright & Associates
California
$13.7M -$1.77M -33,350 -11%
AIA
42
Arrow Investment Advisors
Maryland
$13.7M -$1.77M -33,350 -11%
SFA
43
Sequoia Financial Advisors
Ohio
$13.3M -$954K -17,976 -7%
WSFS
44
Wilmington Savings Fund Society
Delaware
$12.9M +$839K +15,811 +7%
WBG
45
Wharton Business Group
Pennsylvania
$12.7M – – –
HCM
46
Hilton Capital Management
New York
$12.4M -$13.6M – –
William Blair & Company
47
William Blair & Company
Illinois
$12.2M +$648K +12,208 +6%
EGA
48
Eagle Global Advisors
Texas
$12.2M -$531K -10,000 -4%
HCM
49
Hollencrest Capital Management
California
$12.1M +$57.3K +1,080 +0.5%
MFP
50
Mosaic Financial Partners
California
$11.9M -$165K -3,116 -1%
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