We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $202K | Put options by funds: $67K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $2.24B → $2.54B (+$307M)

3% more funds holding

Funds holding: 173178 (+5)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$2.85M +$684K +28,563 +33%
LSPW
27
Lake Street Private Wealth
Illinois
$2.76M +$15.6K +650 +0.6%
KAS
28
Kestra Advisory Services
Texas
$2.47M +$516K +21,555 +28%
EHC
29
Everett Harris & Co
California
$2.46M +$15.6K +650 +0.7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.44M -$3.06M -128,058 -56%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.37M +$502K +20,983 +28%
Ameriprise
32
Ameriprise
Minnesota
$2.37M +$171K +7,147 +8%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.33M -$184K -7,680 -8%
UCFA
34
United Capital Financial Advisors
Texas
$2.31M -$24 -1 -0%
NEAM
35
New England Asset Management
Connecticut
$2.29M
KC
36
Kepos Capital
New York
$2.29M +$865K +36,130 +64%
AA
37
AlphaQ Advisors
Florida
$2.19M +$12.9K +540 +0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.06M +$233K +9,716 +13%
MPCL
39
My Personal CFO LLC
Washington
$2.01M -$39.5K -1,650 -2%
CWM
40
Congress Wealth Management
Massachusetts
$1.97M +$237K +9,888 +14%
TC
41
TownSquare Capital
Utah
$1.97M +$517K +21,587 +37%
CRWM
42
Castle Rock Wealth Management
California
$1.88M +$8.73K +365 +0.5%
AIA
43
Arrow Investment Advisors
Maryland
$1.81M -$129K -5,386 -7%
LNWTC
44
Laird Norton Wetherby Trust Company
Washington
$1.79M +$598 +25 +0%
LAS
45
Lloyd Advisory Services
Georgia
$1.75M +$289K +12,069 New
NG
46
Norden Group
Utah
$1.75M +$289K +12,069 New
Osaic Holdings
47
Osaic Holdings
Arizona
$1.68M +$739K +30,879 +83%
HW
48
Hancock Whitney
Mississippi
$1.53M -$49.4K -2,066 -3%
AWM
49
Apollon Wealth Management
South Carolina
$1.49M -$36.7K -1,534 -2%
SWIM
50
Smallwood Wealth Investment Management
New Jersey
$1.45M +$27.9K +1,166 +2%

AMJ Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2023, worth a combined $2.54B — up 14% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.2M. The largest seller was Brighton Jones LLC, cutting an estimated $26.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.54B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2023, up 14% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2023 and 16 closed out, a net change of +6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2023 was JP Morgan Chase, an estimated $67.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2023 was Brighton Jones LLC, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.