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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277 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
5.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
52
Increased
81
Reduced
107
Closed
39
Calls
$21.7M
Puts
$24.5M
Net Calls
-$2.88M
Net Calls Change
-$43K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$94.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.3M
5
EGA
5
Eagle Global Advisors
Texas
$33.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$17.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
ECM
3
Evergreen Capital Management
Washington
$2.96M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$8.08M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
Baystate Wealth Management
Massachusetts
$12.6M +$11.2M +514,258 +800%
Millennium Management
27
Millennium Management
New York
$12.3M +$12.3M +565,245 New
RT
28
Rockland Trust
Massachusetts
$12.1M +$11.7M +537,835 +3,213%
FFA
29
First Foundation Advisors
California
$11.3M +$11.3M +518,833 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$10.9M +$3.28M +150,555 +43%
UIC
31
Uniplan Investment Counsel
Wisconsin
$10.6M -$157K -7,180 -1%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$9.85M +$9.85M +70,666 New
Barclays
33
Barclays
United Kingdom
$9.37M +$8.84M +405,451 +1,670%
CCA
34
Clearwater Capital Advisors
Illinois
$8.92M +$1.74M +79,766 +24%
RCYC
35
Richard C. Young & Co
Rhode Island
$8.49M -$6.27M -287,381 -42%
Wolverine Trading
36
Wolverine Trading
Illinois
$8.08M -$21.2M -981,298 -72%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$7.69M +$569K +26,084 +8%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$7.47M +$1.42M +65,108 +23%
VF
39
Virtu Financial
New York
$6.81M -$2.94M -134,632 -30%
MLFP
40
MPS Loria Financial Planners
Illinois
$6.23M +$6.23M +285,650 New
KC
41
Kepos Capital
New York
$5.79M -$1.81M -83,153 -24%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$5.67M – – –
KA
43
Klingman & Associates
New York
$5.25M -$5.1M -233,602 -49%
Wells Fargo
44
Wells Fargo
California
$5.24M -$2.83M -129,922 -35%
GA
45
Greytown Advisors
Florida
$5.22M +$160K +7,339 +3%
HWA
46
Heritage Wealth Advisors
Virginia
$5.17M +$1.18M +54,160 +30%
SEIA
47
Signature Estate & Investment Advisors
California
$5.17M -$118K -5,426 -2%
BIA
48
Barry Investment Advisors
Massachusetts
$4.92M -$1.52M -67,465 -24%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.9M -$515K -23,626 -10%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$4.8M -$227K -10,409 -5%
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