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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314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.38%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$706M
2
BC
2
Brinker Capital
Pennsylvania
$28.9M
3
Millennium Management
3
Millennium Management
New York
$27.3M
4
DCC
4
Dow Chemical Company
Michigan
$74.5M
5
CB
5
Commerce Bank
Missouri
$76.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$339M
2
TT
2
Tiedemann Trust
Delaware
$8.18M
3
MHI
3
Miller Howard Investments
New York
$685K
4
CS
4
Candriam SCA
Luxembourg
$0
5
SMA
5
Simply Money Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$21M -$8.65K -202 -0%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$20.6M +$5.58M +130,326 +37%
LIM
28
Leavell Investment Management
Alabama
$18.4M -$57K -1,332 -0.3%
SHWM
29
Smith & Howard Wealth Management
Georgia
$18M +$10.7K +251 +0.1%
UBS Group
30
UBS Group
Switzerland
$17.7M -$3.99M -93,151 -18%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$16.1M +$2.18M +51,024 +16%
HSA
32
HBK Sorce Advisory
Pennsylvania
$15.4M -$659K -15,393 -4%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$14.5M +$4.32M +101,022 +43%
DT
34
Diversified Trust
Tennessee
$13.6M -$9.38M -219,130 -41%
SFA
35
Sequoia Financial Advisors
Ohio
$13.4M +$2.32M +54,278 +21%
JIC
36
Johnson Investment Counsel
Ohio
$13.1M -$1.38M -32,331 -10%
CCG
37
Chatham Capital Group
Georgia
$13M -$4.07K -95 -0%
FAG
38
Financial Advisory Group
Texas
$12.9M -$4.34M -101,488 -25%
CS
39
Credit Suisse
Switzerland
$12.7M -$10.2M -237,555 -44%
WTC
40
WhitTier Trust Company
Nevada
$12.4M -$164K -3,825 -1%
VWM
41
Vector Wealth Management
Minnesota
$12.3M +$301K +7,034 +3%
LPL Financial
42
LPL Financial
California
$11.7M -$417K -9,739 -3%
Mariner
43
Mariner
Kansas
$11.2M +$2.42M +56,584 +28%
WSFS
44
Wilmington Savings Fund Society
Delaware
$10.7M -$458K -10,691 -4%
PAG
45
Private Advisor Group
New Jersey
$10.7M +$2.88M +67,240 +37%
EWM
46
Evermay Wealth Management
Virginia
$10.5M -$11.5M – –
NEIRG
47
New England Investment & Retirement Group
Massachusetts
$10.4M -$6.58M -153,728 -39%
WBG
48
Wharton Business Group
Pennsylvania
$10.3M – – –
MFP
49
Mosaic Financial Partners
California
$10.1M +$415K +9,699 +4%
Ameriprise
50
Ameriprise
Minnesota
$10.1M +$3.66M +87,620 +57%
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