AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

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

Back to rankings

277 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
5.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
52
Increased
81
Reduced
107
Closed
39
Calls
$21.7M
Puts
$24.5M
Net Calls
-$2.88M
Net Calls Change
-$43K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$94.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.3M
5
EGA
5
Eagle Global Advisors
Texas
$33.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$17.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
ECM
3
Evergreen Capital Management
Washington
$2.96M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$8.08M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
101
Tuttle Capital Management
Connecticut
$1.23M +$1.23M +56,200 New
BCP
102
Berkeley Capital Partners
Georgia
$1.13M +$278K +12,738 +32%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$1.12M +$1.12M +51,206 New
HIM
104
Hanlon Investment Management
New Jersey
$1.08M +$78.5K +3,599 +8%
WI
105
Wintrust Investments
Illinois
$1.06M +$454K +20,800 +75%
SS
106
Sunbelt Securities
Texas
$1.04M +$1.04M +47,802 New
NCM
107
Novare Capital Management
North Carolina
$1.01M -$348K -15,940 -26%
ZIM
108
Zacks Investment Management
Illinois
$981K +$981K +44,983 New
SIC
109
Salem Investment Counselors
North Carolina
$943K +$644K +29,550 +216%
WCM
110
Windham Capital Management
Massachusetts
$935K -$8.04M -368,542 -90%
PCA
111
Providence Capital Advisors
North Carolina
$930K +$22.5K +1,033 +2%
PAG
112
Private Advisor Group
New Jersey
$920K -$228K -10,470 -20%
KPCM
113
Kings Point Capital Management
New York
$897K -$68.1K -3,123 -7%
WPC
114
Waters Parkerson & Co
Louisiana
$896K -$46.3K -2,120 -5%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$894K +$309K +14,187 +53%
CG
116
Cutler Group
California
$884K +$703K +32,262 +389%
FTI
117
Fiduciary Trust International
Massachusetts
$867K – – –
BEI
118
Benjamin Edwards Inc
Missouri
$860K +$334K +15,330 +64%
CG
119
Colony Group
Massachusetts
$853K -$35.6K -1,633 -4%
SSG
120
Summit Securities Group
New York
$835K – – –
PCM
121
Parsons Capital Management
Rhode Island
$822K -$518K -23,750 -39%
KFA
122
Kays Financial Advisory
Georgia
$822K +$391K +17,916 +91%
WCM
123
Wealthcare Capital Management
Virginia
$814K +$26.2K +1,200 +3%
DAS
124
Dynamic Advisor Solutions
Arizona
$811K +$811K +37,194 New
Citigroup
125
Citigroup
New York
$806K +$806K +36,952 New
3 4
5
6 7