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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177 hedge funds and large institutions have $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93B
3
Goldman Sachs
3
Goldman Sachs
New York
$12.1M
4
PFO
4
Pathstone Family Office
New Jersey
$1.38M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$17.4M

Top Sellers

1
BJL
1
Brighton Jones LLC
Washington
$40.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.44M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$24.1M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Centaurus Financial
California
$295K -$15.5K -627 -5%
GWM
102
Graybill Wealth Management
Illinois
$285K -$21.8K -884 -7%
CAM
103
Covenant Asset Management
New Jersey
$281K +$15.1K +613 +6%
HWM
104
Howard Wealth Management
Connecticut
$268K – – –
Bank of America
105
Bank of America
North Carolina
$265K -$255K – –
OPS
106
Orion Portfolio Solutions
Nebraska
$264K +$6.3K +255 +2%
BCI
107
Brinker Capital Investments
Pennsylvania
$264K +$6.3K +255 +2%
IAA
108
Independent Advisor Alliance
North Carolina
$262K +$262K +10,596 New
SPC
109
Sigma Planning Corp
Michigan
$261K -$4.52K -183 -2%
FMTC
110
Farmers & Merchants Trust Company
California
$257K – – –
CAN
111
Cetera Advisor Networks
California
$252K +$1.31K +53 +0.5%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$252K -$119K -4,816 -32%
Lido Advisors
113
Lido Advisors
California
$252K -$169K -6,852 -40%
AIP
114
Almanack Investment Partners
Pennsylvania
$250K +$250K +10,132 New
AAS
115
Avantax Advisory Services
Texas
$242K -$1.58K -64 -0.6%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$231K +$716 +29 +0.3%
SWP
117
Strategic Wealth Partners
Ohio
$231K – – –
LIM
118
Leavell Investment Management
Alabama
$225K – – –
HTC
119
Haverford Trust Company
Pennsylvania
$225K – – –
PCMF
120
Private Capital Management (Florida)
Florida
$220K – – –
FIA
121
Foundations Investment Advisors
Arizona
$215K +$215K +8,718 New
SFA
122
Sequoia Financial Advisors
Ohio
$205K +$205K +8,319 New
WPC
123
Waters Parkerson & Co
Louisiana
$204K +$204K +8,250 New
AWM
124
Axxcess Wealth Management
California
$204K +$204K +8,255 New
JIP
125
Jaffetilchin Investment Partners
Florida
$201K +$201K +8,150 New
3 4
5
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