AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.73%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
76
Camarda Financial Advisors
Florida
$6.92M +$67.4K +1,467 +1%
Ameriprise
77
Ameriprise
Minnesota
$6.89M +$1.49M +33,289 +28%
HighTower Advisors
78
HighTower Advisors
Illinois
$6.52M -$2.67M -58,046 -29%
AUB
79
Atlantic Union Bankshares
Virginia
$6.35M +$356K +7,753 +6%
VC
80
Vestor Capital
Illinois
$6.33M -$406K -8,830 -6%
AA
81
Advisory Alpha
Michigan
$6.32M -$500K -10,883 -7%
V
82
Veritable
Delaware
$6.17M +$377K +8,211 +7%
LCM
83
Leisure Capital Management
California
$5.8M +$5.8M +126,215 New
PA
84
Planning Alternatives
Michigan
$5.68M -$114K -2,482 -2%
SC
85
Stratford Consulting
Texas
$5.62M +$143K +3,103 +3%
IPC
86
Independent Portfolio Consultants
Florida
$5.57M +$4.98M +108,424 +855%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5.36M +$539K +11,723 +11%
AL
88
Aspiriant LLC
California
$5.34M +$8K +174 +0.1%
SGAM
89
Steinberg Global Asset Management
Florida
$5.22M +$179K +3,893 +4%
FSC
90
Fiduciary Services Corp
Georgia
$5.21M +$366K +7,958 +8%
BFG
91
Bouchey Financial Group
New York
$5.2M +$696K +15,146 +15%
RTS
92
Round Table Services
New Jersey
$5.08M -$1.19M -25,950 -19%
EVM
93
Eaton Vance Management
Massachusetts
$5.05M +$822K +17,895 +19%
CL
94
Choreo LLC
Illinois
$4.94M -$520K -11,314 -10%
WT
95
Washington Trust
Rhode Island
$4.77M -$124K -2,691 -3%
HCM
96
Hilton Capital Management
New York
$4.72M -$12.4M
LYV
97
Live Your Vision
Pennsylvania
$4.66M -$60.4K -1,445 -1%
KPCM
98
Kings Point Capital Management
New York
$4.65M -$131K -2,843 -3%
SCA
99
Southpoint Capital Advisors
New York
$4.6M +$4.6M +100,000 New
EWM
100
Edge Wealth Management
New York
$4.55M +$4.55M +98,475 New