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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
SSW
51
Stone Summit Wealth
Florida
$1.38M -$46.9K -1,960 -3%
PFO
52
Pathstone Family Office
New Jersey
$1.38M +$1.33M +55,712 New
ASN
53
Advisory Services Network
Georgia
$1.34M +$275K +11,486 +27%
GA
54
Greytown Advisors
Florida
$1.3M
RIA
55
Regal Investment Advisors
Michigan
$1.3M -$1.53K -64 -0.1%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.2M +$88.2K +3,687 +8%
Wells Fargo
57
Wells Fargo
California
$1.2M -$358K -14,952 -24%
TI
58
Truepoint Inc
Ohio
$1.05M +$17K +712 +2%
CS
59
Credit Suisse
Switzerland
$1.04M
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$975K +$294K +12,265 +45%
KMWM
61
Keudell/Morrison Wealth Management
Oregon
$952K -$2.11K -88 -0.2%
William Blair & Company
62
William Blair & Company
Illinois
$928K +$25.6K +1,068 +3%
AI
63
AXS Investments
New York
$865K +$407K +17,000 +94%
SIC
64
Salem Investment Counselors
North Carolina
$857K +$40.7K +1,700 +5%
NA
65
NewEdge Advisors
Louisiana
$805K +$71.4K +2,985 +10%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$765K +$151K +6,314 +26%
SWA
67
Stratos Wealth Advisors
Ohio
$732K +$709K +29,641 New
FA
68
Flagstar Advisors
New York
$730K +$49K +2,047 +7%
SI
69
Stephens Inc
Arkansas
$729K +$6.77K +283 +1%
TP
70
Tranquility Partners
Tennessee
$694K +$33.8K +1,412 +5%
AWA
71
Arete Wealth Advisors
Illinois
$655K -$3.23K -135 -0.5%
CIA
72
Capital Investment Advisors
Georgia
$648K +$628K +26,251 New
WI
73
Wintrust Investments
Illinois
$647K -$40.7K -1,700 -6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$633K -$26.2K -1,094 -4%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$621K +$602K +25,143 New

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.