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 %
Jane Street
51
Jane Street
New York
$4.76M +$1.16M +53,211 +32%
SC
52
Stratford Consulting
Texas
$4.74M -$1.12M -51,317 -19%
SAS
53
Stelac Advisory Services
New York
$4.33M -$119K -5,459 -3%
WA
54
Wilshire Advisors
California
$4.26M +$265K +12,150 +7%
TCM
55
Twin Capital Management
Pennsylvania
$4.26M +$265K +12,150 +7%
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$4.12M +$812K +37,225 +25%
SQA
57
Simon Quick Advisors
New Jersey
$3.99M +$3.99M +182,961 New
CCG
58
Chatham Capital Group
Georgia
$3.96M -$1.06M -48,565 -21%
NAS
59
Nicolet Advisory Services
Wisconsin
$3.83M +$2.29M +104,856 +148%
BC
60
Brinker Capital
Pennsylvania
$3.49M +$903K +41,405 +35%
CS
61
Credit Suisse
Switzerland
$3.49M +$3.49M +160,000 New
ACM
62
Advisors Capital Management
New Jersey
$3.48M +$3.48M +159,738 New
BCA
63
Biltmore Capital Advisors
New Jersey
$3.25M -$2.53M -115,908 -44%
William Blair & Company
64
William Blair & Company
Illinois
$3M -$1.74M -79,595 -37%
ECM
65
Evergreen Capital Management
Washington
$2.96M -$30.1M -1,381,489 -91%
IC
66
IEQ Capital
California
$2.96M +$2.96M +135,507 New
HWA
67
HCR Wealth Advisors
California
$2.91M +$304K +13,950 +12%
NCM
68
Noesis Capital Mangement
Florida
$2.7M +$227K +10,420 +9%
ECG
69
Edge Capital Group
Georgia
$2.63M -$2.21M -101,221 -46%
GEM
70
Global Endowment Management
North Carolina
$2.63M +$1.54M +70,810 +142%
AssetMark Inc
71
AssetMark Inc
California
$2.61M +$118K +5,410 +5%
SWP
72
Strategic Wealth Partners
Ohio
$2.6M -$615K -28,199 -19%
IWA
73
IBEX Wealth Advisors
New Jersey
$2.51M +$2.51M +115,270 New
LSPW
74
Lake Street Private Wealth
Illinois
$2.3M -$597K -27,350 -21%
UCFA
75
United Capital Financial Advisors
Texas
$2.27M -$28.7K -1,317 -1%
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