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AMJ

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

Delisted

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

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182 hedge funds and large institutions have $2.63B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,171% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $126K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $1.87B → $2.63B (+$767M)

8% more funds holding

Funds holding: 168 → 182 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
44
Reduced
60
Closed
15
Calls
$2.86M
Puts
$126K
Net Calls
+$2.74M
Net Calls Change
-$265K

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$6.95M
4
EH
Equitable Holdings
New York
+$5.35M
5
Goldman Sachs
Goldman Sachs
New York
+$3.43M

Top Sellers

1
BJL
Brighton Jones LLC
Washington
-$8.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.12M
3
ECG
Edge Capital Group
Georgia
-$4.56M
4
CWM
Congress Wealth Management
Massachusetts
-$1.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
26
Castle Rock Wealth Management
California
$2.72M -$8.85K -403 -0.3%
SAS
27
Stelac Advisory Services
New York
$2.52M – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$2.5M +$711K +32,392 +39%
LSPW
29
Lake Street Private Wealth
Illinois
$2.43M +$173K +7,900 +8%
PAM
30
Peak Asset Management
Colorado
$2.35M +$47.5K +2,162 +2%
AWS
31
Atria Wealth Solutions
New York
$2.29M +$193K +8,795 +9%
CAGAS
32
Capital Advisory Group Advisory Services
Minnesota
$2.21M -$59.4K -2,708 -3%
UCFA
33
United Capital Financial Advisors
Texas
$2.06M -$25.2K -1,150 -1%
NEAM
34
New England Asset Management
Connecticut
$2.02M – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.95M -$220K -10,021 -10%
Ameriprise
36
Ameriprise
Minnesota
$1.9M +$255K +11,630 +15%
EHC
37
Everett Harris & Co
California
$1.88M +$117K +5,340 +7%
Jane Street
38
Jane Street
New York
$1.85M +$1.14M +52,157 +160%
MPCL
39
My Personal CFO LLC
Washington
$1.84M -$22 -1 -0%
AIA
40
Arrow Investment Advisors
Maryland
$1.82M -$94.2K -4,290 -5%
CWM
41
Congress Wealth Management
Massachusetts
$1.63M -$1.32M -60,000 -44%
RIA
42
Regal Investment Advisors
Michigan
$1.63M -$33K -1,504 -2%
LNWTC
43
Laird Norton Wetherby Trust Company
Washington
$1.6M – – –
Wells Fargo
44
Wells Fargo
California
$1.59M -$64.7K -2,945 -4%
AWM
45
Apollon Wealth Management
South Carolina
$1.48M +$1.5M +68,262 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.45M – – –
HW
47
Hancock Whitney
Mississippi
$1.37M -$339K -15,436 -20%
KAS
48
Kestra Advisory Services
Texas
$1.33M -$664K -30,269 -33%
SSW
49
Stone Summit Wealth
Florida
$1.32M +$3.12K +142 +0.2%
SWIM
50
Smallwood Wealth Investment Management
New Jersey
$1.27M -$178K -8,091 -12%
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AMJ Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2022, worth a combined $2.63B — up 41% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AMJ positions and 15 closed out — a net gain of 18 holders — while 44 added to existing stakes and 60 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Brighton Jones LLC, cutting an estimated $8.4M.

  • 182 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.63B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2022, up 41% quarter-over-quarter.
  • 33 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2022 was LPL Financial, an estimated $17.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2022 was Brighton Jones LLC, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2022.