AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

AMJ was delisted on the 21st of May, 2024.

Back to rankings

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$106M
2
EGA
2
Eagle Global Advisors
Texas
$93.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$94M
4
MHI
4
Miller Howard Investments
New York
$73.5M
5
AR
5
Advisory Research
Illinois
$32.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M
2
Wells Fargo
2
Wells Fargo
California
$80.6M
3
SFG
3
Sage Financial Group
Pennsylvania
$26.4M
4
RC
4
RegentAtlantic Capital
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
26
Veritable
Delaware
$17.4M +$11.8M +408,757 +213%
COC
27
Commonwealth Opportunity Capital
California
$17.4M +$17.4M +600,000 New
SCA
28
Salient Capital Advisors
Texas
$17.2M +$15.3M +529,129 +841%
TCA
29
Tortoise Capital Advisors
Kansas
$16.9M +$16.9M +633,513 New
BJL
30
Brighton Jones LLC
Washington
$16.5M -$581K -20,065 -3%
ECM
31
Evergreen Capital Management
Washington
$15.8M +$10.1M +347,488 +175%
LPL Financial
32
LPL Financial
California
$15.2M +$7.04M +241,202 +86%
JG
33
Jefferies Group
New York
$13.4M +$13.4M +462,000 New
SAS
34
Stelac Advisory Services
New York
$12.8M -$12.6M -433,836 -50%
FDCC
35
Foster Dykema Cabot & Co
Massachusetts
$12.4M +$12.4M +427,914 New
SIAS
36
Shine Investment Advisory Services
Colorado
$11.8M +$8.96M +309,401 +318%
VWM
37
Vector Wealth Management
Minnesota
$11.6M +$1.68M +58,090 +17%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$11.6M +$6.21M +214,484 +115%
MCM
39
MAI Capital Management
Ohio
$10.5M -$1.96M -67,671 -16%
JFG
40
JMG Financial Group
Illinois
$9.98M -$2.05M -70,897 -17%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$9.9M +$358K +12,342 +4%
HSA
42
HBK Sorce Advisory
Pennsylvania
$9.26M -$822K -28,374 -8%
RT
43
Rockland Trust
Massachusetts
$8.86M +$7.89M +272,220 +813%
MPM
44
Meritage Portfolio Management
Kansas
$7.97M +$6.14M +211,895 +336%
MWAC
45
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.82M +$7.82M +269,757 New
TC
46
Telemus Capital
Michigan
$7.6M +$3.88M +133,966 +104%
RCYC
47
Richard C. Young & Co
Rhode Island
$7.55M +$7.55M +260,475 New
JIC
48
Johnson Investment Counsel
Ohio
$7.25M +$395K +13,636 +6%
CG
49
Caprock Group
Idaho
$6.78M +$6.78M +234,047 New
SB
50
Suntrust Banks
Georgia
$6.65M -$1.28M -44,172 -16%
1
2
3 4 5