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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293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.32%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38.1M
Net Calls
+$495M
Net Calls Change
+$110M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$257M
2
CS
2
Credit Suisse
Switzerland
$14.6M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$16.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
BJL
5
Brighton Jones LLC
Washington
$85.3M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$0
2
SFG
2
Sage Financial Group
Pennsylvania
$39.7M
3
RC
3
RegentAtlantic Capital
New Jersey
$35M
4
Invesco
4
Invesco
Georgia
$25.8M
5
MWAC
5
Mariner Wealth Advisors (Cincinnati)
Ohio
$246K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Planning Alternatives
Michigan
$2.48M 87,946 -4,186 -5%
FC
102
Fiduciary Counselling
Minnesota
$2.43M 86,004 – –
EVM
103
Eaton Vance Management
Massachusetts
$2.25M 79,568 -9,442 -11%
MML Investors Services
104
MML Investors Services
Massachusetts
$2.21M 78,314 -39,465 -34%
TCM
105
Twin Capital Management
Pennsylvania
$2.18M 77,305 -36,410 -32%
WA
106
Wilshire Advisors
California
$2.18M 77,305 -36,410 -32%
NCM
107
Noesis Capital Mangement
Florida
$2.18M 77,195 +12,400 +19%
HCM
108
Hilton Capital Management
New York
– – -73,617 Closed
AG
109
Advisor Group
Arizona
$2.12M 75,248 +5,566 +8%
GEM
110
Global Endowment Management
North Carolina
$1.98M 70,000 +70,000 New
AL
111
Aspiriant LLC
California
$1.97M 69,700 +379 +0.5%
DG
112
Davidson & Garrard
Virginia
$1.84M 65,321 -1,110 -2%
MCM
113
Murphy Capital Management
New Jersey
$1.7M 60,300 +6,200 +11%
FAG
114
Financial Advisory Group
Texas
$1.7M 60,214 -149 -0.2%
CONA
115
Capital One National Association
New York
$1.62M 57,444 -437 -0.8%
PAM
116
Peak Asset Management
Colorado
$1.54M 54,722 +4,019 +8%
LF
117
Lee Financial
Texas
$1.47M 51,965 +4,344 +9%
DT
118
Diversified Trust
Tennessee
$1.4M 49,598 -756 -2%
PCM
119
Parsons Capital Management
Rhode Island
$1.35M 47,871 +22,470 +88%
OCG
120
Opus Capital Group
Ohio
$1.35M 47,748 +47,748 New
AAA
121
Adams Asset Advisors
Texas
$1.31M 46,596 – –
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$1.25M 44,200 – –
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$1.24M 44,040 -1,663 -4%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$1.23M 43,460 -2,046 -4%
WCM
125
Wealthcare Capital Management
Virginia
$1.21M 42,927 -5,702 -12%
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