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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267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$822M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$31.4M
3
ST
3
Sageworth Trust
Pennsylvania
$26.1M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$19.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.3M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$78.6M
2
Invesco
2
Invesco
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.6M
4
DF
4
Donoghue Forlines
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$10.4M -$221K -9,480 -2%
VF
27
Virtu Financial
New York
$10.4M -$1.11M -47,843 -10%
LF
28
Lee Financial
Texas
$10M -$336K -14,452 -3%
WCM
29
Windham Capital Management
Massachusetts
$9.57M -$5.34M -229,430 -36%
PPA
30
Parametric Portfolio Associates
Washington
$9.14M +$176K +7,574 +2%
Wells Fargo
31
Wells Fargo
California
$8.61M -$468K -20,105 -5%
KC
32
Kepos Capital
New York
$8.11M +$513K +22,056 +7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$8.09M +$5.88M +252,630 +266%
CCA
34
Clearwater Capital Advisors
Illinois
$7.67M +$148K +6,364 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.6M -$20.4M -874,738 -73%
BP
36
Ballentine Partners
Massachusetts
$6.95M -$269K -11,539 -4%
LPL Financial
37
LPL Financial
California
$6.91M +$165K +7,085 +2%
BIA
38
Barry Investment Advisors
Massachusetts
$6.65M -$54K -2,319 -0.8%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$6.46M +$723K +31,075 +13%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$6.45M -$164K -7,058 -2%
SC
41
Stratford Consulting
Texas
$6.25M +$424K +18,235 +7%
BCA
42
Biltmore Capital Advisors
New Jersey
$6.17M +$617K +26,524 +11%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$6.05M – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$5.77M -$6.21M -266,844 -52%
SEIA
45
Signature Estate & Investment Advisors
California
$5.64M -$900K -38,661 -14%
GA
46
Greytown Advisors
Florida
$5.4M -$58.2K -2,500 -1%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$5.36M -$23.6K -1,015 -0.4%
CCG
48
Chatham Capital Group
Georgia
$5.36M -$73.1K -3,141 -1%
ECG
49
Edge Capital Group
Georgia
$5.17M -$745K -32,020 -13%
William Blair & Company
50
William Blair & Company
Illinois
$5.06M +$70.7K +3,038 +1%
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