AMJ

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

Overview Fund Activity
Delisted

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

Back to rankings

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$106M
2
EGA
2
Eagle Global Advisors
Texas
$93.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$94M
4
MHI
4
Miller Howard Investments
New York
$73.5M
5
AR
5
Advisory Research
Illinois
$32.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M
2
Wells Fargo
2
Wells Fargo
California
$80.6M
3
SFG
3
Sage Financial Group
Pennsylvania
$26.4M
4
RC
4
RegentAtlantic Capital
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
51
Smith & Howard Wealth Management
Georgia
$6.47M -$5.91M -204,077 -48%
William Blair & Company
52
William Blair & Company
Illinois
$6.4M -$724K -24,987 -10%
CCG
53
Chatham Capital Group
Georgia
$6.33M -$892K -30,802 -12%
CS
54
Credit Suisse
Switzerland
$6.27M -$6.35M -219,097 -50%
PFM
55
Peak Financial Management
Massachusetts
$6.03M +$6.03M +208,257 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$5.99M -$6.71M -231,555 -53%
HighTower Advisors
57
HighTower Advisors
Illinois
$5.95M +$3.84M +132,561 +182%
TT
58
Tiedemann Trust
Delaware
$5.9M -$812K -28,018 -12%
EWA
59
EP Wealth Advisors
California
$5.7M +$5.7M +196,618 New
WTC
60
WhitTier Trust Company
Nevada
$5.65M -$2.78M -95,995 -33%
RJA
61
Raymond James & Associates
Florida
$5.42M +$184K +6,359 +4%
UBS AM
62
UBS AM
Illinois
$5.27M +$5.27M +181,935 New
ST
63
Spot Trading
Illinois
$5.18M +$5.18M +178,776 New
LIM
64
Leavell Investment Management
Alabama
$5.03M -$3.3M -114,054 -40%
PCIG
65
Partners Capital Investment Group
Massachusetts
$4.94M +$4.94M +170,587 New
EWM
66
Edge Wealth Management
New York
$4.84M +$1.15M +39,893 +31%
WSFS
67
Wilmington Savings Fund Society
Delaware
$4.76M -$1.72M -59,346 -27%
EIP
68
Energy Income Partners
Connecticut
$4.75M +$4.75M +164,000 New
FWM
69
FFT Wealth Management
Pennsylvania
$4.68M +$4.68M +161,376 New
SWP
70
Stratos Wealth Partners
Ohio
$4.61M +$4.61M +159,283 New
CIA
71
Capital Investment Advisors
Georgia
$4.61M +$134K +4,619 +3%
BWFM
72
Bridgewater Wealth & Financial Management
Maryland
$4.58M +$4.58M +157,928 New
FIM
73
Freedom Investment Management
Connecticut
$4.36M +$4.36M +150,543 New
CTB
74
Country Trust Bank
Illinois
$4.34M -$3.08M -106,265 -41%
ZIM
75
Zacks Investment Management
Illinois
$4.27M +$3.9M +134,581 +1,059%
1 2
3
4 5