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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274 hedge funds and large institutions have $2.37B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
7.66%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.53%
New
30
Increased
84
Reduced
122
Closed
42
Calls
$3.58M
Puts
$45.4M
Net Calls
-$41.9M
Net Calls Change
+$24.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$959M
2
HTC
2
Haverford Trust Company
Pennsylvania
$53.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$16.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.3M
5
CNB
5
City National Bank
California
$30.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$144M
2
CBU
2
CIBC Bank USA
Illinois
$1.76M
3
Bank of America
3
Bank of America
North Carolina
$53.9M
4
CS
4
Candriam SCA
Luxembourg
$0
5
EWM
5
Evermay Wealth Management
Virginia
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$13.2M +$1.22M +40,156 +10%
MCM
27
MAI Capital Management
Ohio
$13.1M -$1.57M -51,667 -11%
SHWM
28
Smith & Howard Wealth Management
Georgia
$13M +$42.6K +1,402 +0.3%
RTS
29
Round Table Services
New Jersey
$12.6M +$8.25M +271,521 +189%
JFG
30
JMG Financial Group
Illinois
$12.6M -$1.77M -58,228 -12%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$10.9M +$723K +23,800 +7%
HSA
32
HBK Sorce Advisory
Pennsylvania
$10.6M -$271K -8,901 -2%
VWM
33
Vector Wealth Management
Minnesota
$10.3M +$1.47M +49,097 +17%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$10M +$9.18M +301,948 +1,101%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$9.5M -$798K -26,255 -8%
LPL Financial
36
LPL Financial
California
$9.38M -$508K -15,164 -5%
SFA
37
Sequoia Financial Advisors
Ohio
$8.9M -$1.51M -49,725 -15%
UBS Group
38
UBS Group
Switzerland
$8.88M -$6.64M -218,619 -43%
WTC
39
WhitTier Trust Company
Nevada
$8.85M -$208K -6,844 -2%
HCM
40
Harvest Capital Management
New Hampshire
$8.75M – – –
LIM
41
Leavell Investment Management
Alabama
$8.75M -$3.17M -104,347 -27%
Jane Street
42
Jane Street
New York
$8.53M +$4.77M +156,953 +127%
SB
43
Suntrust Banks
Georgia
$8.32M -$4.85M -159,619 -37%
SIC
44
Salem Investment Counselors
North Carolina
$8.28M -$61.6K -170 -0.7%
CTB
45
Country Trust Bank
Illinois
$7.78M +$968K +31,855 +14%
CCG
46
Chatham Capital Group
Georgia
$7.57M -$1.41M -46,495 -16%
William Blair & Company
47
William Blair & Company
Illinois
$7.47M +$914K +30,067 +14%
MFP
48
Mosaic Financial Partners
California
$7.23M -$240K -7,902 -3%
PAG
49
Private Advisor Group
New Jersey
$7.22M -$400K -13,160 -5%
JIC
50
Johnson Investment Counsel
Ohio
$7.19M -$787K -25,913 -10%
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