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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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 %
Ameriprise
76
Ameriprise
Minnesota
$4.19M -$1.47M -50,721 -26%
SC
77
Stratford Consulting
Texas
$4.13M +$364K +12,572 +10%
RTS
78
Round Table Services
New Jersey
$3.98M -$8.06M -278,215 -67%
IFAM
79
Institutional & Family Asset Management
Colorado
$3.97M +$3.97M +137,003 New
CFA
80
Camarda Financial Advisors
Florida
$3.9M -$563K -19,421 -13%
CBU
81
CIBC Bank USA
Illinois
$3.89M +$2.22M +76,643 +133%
LYV
82
Live Your Vision
Pennsylvania
$3.79M +$676K +23,325 +22%
DG
83
Davidson & Garrard
Virginia
$3.72M +$75.2K +2,596 +2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$3.64M -$450K -15,546 -11%
TA
85
Tiedemann Advisors
New York
$3.6M +$3.32M +114,571 +1,185%
KPCM
86
Kings Point Capital Management
New York
$3.58M +$459K +15,843 +15%
PA
87
Planning Alternatives
Michigan
$3.41M -$85.3K -2,946 -2%
FAG
88
Financial Advisory Group
Texas
$3.37M -$1.31M -45,263 -28%
M&T Bank
89
M&T Bank
New York
$3.37M -$810K -27,973 -19%
CTA
90
Chesley Taft & Associates
Illinois
$3.36M +$3.36M +115,903 New
CCS
91
Crosspoint Capital Strategies
California
$3.28M +$3.28M +71,438 New
UBS Group
92
UBS Group
Switzerland
$3.14M -$5.33M -183,848 -63%
M
93
MOTCO
Texas
$3.13M -$1.15M -39,731 -27%
SC
94
Sasco Capital
Connecticut
$3.06M +$3.06M +105,520 New
WA
95
Wilshire Advisors
California
$3M +$3M +103,500 New
TCM
96
Twin Capital Management
Pennsylvania
$3M +$3M +103,500 New
MFS
97
MSI Financial Services
Massachusetts
$2.99M +$1.46M +50,298 +95%
PAG
98
Private Advisor Group
New Jersey
$2.88M -$4M -138,073 -58%
CONA
99
Capital One National Association
New York
$2.81M +$2.81M +96,859 New
MFP
100
Mosaic Financial Partners
California
$2.8M -$4.09M -141,094 -59%
2 3
4
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