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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177 hedge funds and large institutions have $1.86B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-14
Holders Change %
-7.33%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
40
Reduced
72
Closed
28
Calls
$6.09M
Puts
$751K
Net Calls
+$5.34M
Net Calls Change
+$11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$135M
3
BJL
Brighton Jones LLC
Washington
$163M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$4.78M
5
ECG
Edge Capital Group
Georgia
$4.91M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
$21.3M
2
ST
Sageworth Trust
Pennsylvania
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$359K
4
GA
Greytown Advisors
Florida
$1.5M
5
V
Veritable
Delaware
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASI
26
Advisory Services & Investments
Oregon
$3.13M -$23.9K -1,144 -0.8%
PPA
27
Parametric Portfolio Associates
Washington
$3.04M +$22.3K +1,067 +0.7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.9M -$1.33M -63,434 -31%
CRWM
29
Castle Rock Wealth Management
California
$2.68M +$124K +5,652 +5%
LSPW
30
Lake Street Private Wealth
Illinois
$2.55M -$61.2K -2,925 -2%
BIA
31
Barry Investment Advisors
Massachusetts
$2.45M -$490K -23,410 -17%
SAS
32
Stelac Advisory Services
New York
$2.42M -$189K -9,019 -7%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.41M +$2.41M +115,257 New
PAM
34
Peak Asset Management
Colorado
$2.04M +$184K +8,777 +10%
UCFA
35
United Capital Financial Advisors
Texas
$1.99M – – –
MPCL
36
My Personal CFO LLC
Washington
$1.98M -$67.3K -3,221 -3%
NEAM
37
New England Asset Management
Connecticut
$1.94M – – –
AWS
38
Atria Wealth Solutions
New York
$1.85M +$1.85M +88,643 New
HW
39
Hancock Whitney
Mississippi
$1.78M -$33.1K -1,585 -2%
Wells Fargo
40
Wells Fargo
California
$1.74M -$375K -17,936 -18%
KAS
41
Kestra Advisory Services
Texas
$1.57M -$270K -12,900 -15%
SWIM
42
Smallwood Wealth Investment Management
New Jersey
$1.55M -$22.6K -1,079 -1%
LNWTC
43
Laird Norton Wetherby Trust Company
Washington
$1.54M -$44.6K -2,135 -3%
RIA
44
Regal Investment Advisors
Michigan
$1.52M -$89.6K -4,284 -6%
GA
45
Greytown Advisors
Florida
$1.5M -$2.7M -129,119 -64%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.41M -$14.2K -678 -1%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.36M +$78.5K +3,758 +6%
SSW
48
Stone Summit Wealth
Florida
$1.24M +$247K +11,875 +25%
V
49
Veritable
Delaware
$1.19M -$2.06M -98,289 -63%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.04M +$216K +9,156 +26%
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