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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307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.65%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$32.6M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$28.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$21M
4
RTS
4
Round Table Services
New Jersey
$26.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$32.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341M
2
SFG
2
Sage Financial Group
Pennsylvania
$38.4M
3
WKKFT
3
W.K. Kellogg Foundation Trust
Michigan
$0
4
BJL
4
Brighton Jones LLC
Washington
$0
5
HT
5
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$22.5M -$4.47M -138,483 -17%
CG
27
Caprock Group
Idaho
$22.5M +$1.45M +44,939 +7%
SAS
28
Stelac Advisory Services
New York
$22.3M +$2.15M +66,732 +11%
BC
29
Brinker Capital
Pennsylvania
$22.1M -$297K -9,194 -1%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$21M +$21M +651,638 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$19.3M -$1.47M -45,473 -7%
OFG
32
Oxford Financial Group
Indiana
$19M -$716K -22,163 -4%
CFP
33
Cornerstone Financial Partners
North Carolina
$18.6M -$118K -3,650 -0.6%
William Blair & Company
34
William Blair & Company
Illinois
$17.5M +$1.55M +47,755 +10%
Bank of America
35
Bank of America
North Carolina
$17.5M -$5.33M -165,150 -23%
Ameriprise
36
Ameriprise
Minnesota
$16.2M +$323K +10,022 +2%
MWAC
37
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M +$4.11M +127,279 +34%
FWM
38
FFT Wealth Management
Pennsylvania
$15.8M -$9.21M -285,047 -37%
RCYC
39
Richard C. Young & Co
Rhode Island
$15.8M +$552K +17,083 +4%
SHWM
40
Smith & Howard Wealth Management
Georgia
$15.1M +$2.07M +64,057 +16%
PCIG
41
Partners Capital Investment Group
Massachusetts
$15M +$160K +4,939 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$13.4M -$2.35M -72,698 -15%
V
43
Veritable
Delaware
$13.3M +$363K +11,229 +3%
Invesco
44
Invesco
Georgia
$12.8M -$9.04M – –
MCM
45
MAI Capital Management
Ohio
$12M +$1.21M +37,475 +11%
SFG
46
SNS Financial Group
Minnesota
$11.7M +$11.7M +362,572 New
DCM
47
Dimension Capital Management
Florida
$11.5M +$740K +22,924 +7%
CAG
48
Crestwood Advisors Group
Massachusetts
$11.2M +$11.2M +353,175 New
LPL Financial
49
LPL Financial
California
$9.62M -$555K -17,204 -5%
EA
50
Edge Advisors
Georgia
$8.44M -$673K -20,846 -7%
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