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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274 hedge funds and large institutions have $2.37B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
7.66%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.53%
New
30
Increased
84
Reduced
122
Closed
42
Calls
$3.58M
Puts
$45.4M
Net Calls
-$41.9M
Net Calls Change
+$24.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$959M
2
HTC
2
Haverford Trust Company
Pennsylvania
$53.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$16.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.3M
5
CNB
5
City National Bank
California
$30.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$144M
2
CBU
2
CIBC Bank USA
Illinois
$1.76M
3
Bank of America
3
Bank of America
North Carolina
$53.9M
4
CS
4
Candriam SCA
Luxembourg
$0
5
EWM
5
Evermay Wealth Management
Virginia
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
101
IMA Advisory Services
Colorado
$2.62M -$73.5K -2,490 -3%
NFG
102
NewFocus Financial Group
Washington
$2.58M +$2.58M +84,726 New
VC
103
Vestor Capital
Illinois
$2.47M -$1.79M -58,866 -42%
WT
104
Washington Trust
Rhode Island
$2.41M -$454K -14,927 -16%
AA
105
Advisory Alpha
Michigan
$2.26M +$92.7K +3,052 +4%
IPC
106
Independent Portfolio Consultants
Florida
$2.22M -$457K -15,035 -17%
HighTower Advisors
107
HighTower Advisors
Illinois
$2.21M +$15.2K +502 +0.7%
WCM
108
Windsor Capital Management
Arizona
$2.19M +$318K +10,467 +17%
GWM
109
Graybill Wealth Management
Illinois
$2.16M +$32.1K +1,055 +2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.14M -$211K -6,942 -9%
DT
111
Diversified Trust
Tennessee
$2.11M -$2.5M -82,297 -54%
ICOA
112
Investment Centers of America
North Dakota
$2.04M +$127K +4,194 +7%
Citigroup
113
Citigroup
New York
$2.03M +$238K +7,824 +13%
AIG
114
American International Group
New York
$1.96M -$230K -7,562 -10%
BRCM
115
Bright Rock Capital Management
Massachusetts
$1.93M – – –
HCM
116
Hilton Capital Management
New York
$1.92M -$2.42M – –
MPM
117
Meritage Portfolio Management
Kansas
$1.92M +$1.38M +45,365 +257%
SCA
118
Salient Capital Advisors
Texas
$1.91M +$790K +25,997 +70%
SG
119
Somerset Group
Minnesota
$1.85M -$9.73K -320 -0.5%
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$1.85M – – –
NEIRG
121
New England Investment & Retirement Group
Massachusetts
$1.78M -$738K -24,266 -29%
CBU
122
CIBC Bank USA
Illinois
$1.76M -$26.4M -867,635 -94%
MFS
123
MSI Financial Services
Massachusetts
$1.61M +$944K +31,051 +143%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$1.52M – – –
TPP
125
Triangle Peak Partners
California
$1.51M +$836K +27,517 +124%
3 4
5
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