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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298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$466M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$639M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.1M
4
CNB
City National Bank
California
$16.4M
5
M&T Bank
M&T Bank
New York
$9.75M

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
$0
2
HCM
Hilton Capital Management
New York
$12.4M
3
TCB
Texas Capital Bancshares
Texas
$11.5M
4
BC
Brinker Capital
Pennsylvania
$21.2M
5
Goldman Sachs
Goldman Sachs
New York
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
76
Round Table Services
New Jersey
$7.24M +$1.05M +19,727 +17%
AUB
77
Atlantic Union Bankshares
Virginia
$6.93M -$1.36M -25,641 -16%
PA
78
Planning Alternatives
Michigan
$6.69M +$84.4K +1,591 +1%
V
79
Veritable
Delaware
$6.69M +$90.2K +1,699 +1%
Ameriprise
80
Ameriprise
Minnesota
$6.35M +$1.05M +19,950 +20%
SC
81
Stratford Consulting
Texas
$6.32M -$174K -3,286 -3%
CL
82
Choreo LLC
Illinois
$6.3M +$42.8K +807 +0.7%
AL
83
Aspiriant LLC
California
$6.16M -$100K -1,886 -2%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$6.15M +$6.15M +115,788 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6.12M +$6.12M +115,200 New
SGAM
86
Steinberg Global Asset Management
Florida
$5.82M +$222K +4,177 +4%
WT
87
Washington Trust
Rhode Island
$5.65M -$102K -1,919 -2%
LYV
88
Live Your Vision
Pennsylvania
$5.63M +$5.63M +112,881 New
SSWM
89
Sheets Smith Wealth Management
North Carolina
$5.62M +$2.15M +40,428 +62%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$5.61M +$640K +12,064 +13%
FSC
91
Fiduciary Services Corp
Georgia
$5.59M +$48.6K +915 +0.9%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$5.57M -$190K -3,581 -3%
KPCM
93
Kings Point Capital Management
New York
$5.53M +$61.8K +1,165 +1%
BFG
94
Bouchey Financial Group
New York
$5.2M +$430K +8,094 +9%
NC
95
NBW Capital
Massachusetts
$5.04M -$1.82M -34,311 -27%
EVM
96
Eaton Vance Management
Massachusetts
$4.88M +$552K +10,405 +13%
FBB
97
Fulton Breakefield Broenniman
Maryland
$4.81M +$43.7K +823 +0.9%
IAS
98
IMA Advisory Services
Colorado
$4.77M +$769K +14,493 +19%
UCFA
99
United Capital Financial Advisors
Texas
$4.74M -$693K -13,059 -13%
NCM
100
Novare Capital Management
North Carolina
$4.61M -$44K -829 -0.9%
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