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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185 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
53
Reduced
67
Closed
15
Calls
$47K
Puts
$68K
Net Calls
-$21K
Net Calls Change
-$156K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$49.8M
3
NG
3
Norden Group
Utah
$6.69M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$189M
5
VF
5
Virtu Financial
New York
$3.6M

Top Sellers

1
BJL
1
Brighton Jones LLC
Washington
$9.14M
2
Creative Planning
2
Creative Planning
Kansas
$3.79M
3
LNWTC
3
Laird Norton Wetherby Trust Company
Washington
$0
4
LAS
4
Lloyd Advisory Services
Georgia
$0
5
PAM
5
Peak Asset Management
Colorado
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
101
AlTi Global
New York
$285K 11,246 +11,246 New
CF
102
Centaurus Financial
California
$285K 11,239 -699 -6%
BCI
103
Brinker Capital Investments
Pennsylvania
$278K 10,870 +177 +2%
OPS
104
Orion Portfolio Solutions
Nebraska
$278K 10,870 +177 +2%
CAM
105
Covenant Asset Management
New Jersey
$274K 10,789 -600 -5%
HWM
106
Howard Wealth Management
Connecticut
$266K 10,507 -335 -3%
FMTC
107
Farmers & Merchants Trust Company
California
$264K 10,419 – –
Lido Advisors
108
Lido Advisors
California
$258K 10,189 +6 +0.1%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$256K 10,110 -106 -1%
AAS
110
Avantax Advisory Services
Texas
$249K 9,800 – –
HTC
111
Haverford Trust Company
Pennsylvania
$231K 9,100 – –
SWP
112
Strategic Wealth Partners
Ohio
$225K 8,869 -489 -5%
FIA
113
Foundations Investment Advisors
Arizona
$222K 8,380 -338 -4%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$218K 8,600 -761 -8%
SFA
115
Sequoia Financial Advisors
Ohio
$212K 8,373 +54 +0.6%
PCMF
116
Private Capital Management (Florida)
Florida
$210K 8,294 -604 -7%
WPC
117
Waters Parkerson & Co
Louisiana
$209K 8,250 – –
JIP
118
Jaffetilchin Investment Partners
Florida
$207K 8,150 – –
MA
119
Mutual Advisors
Nebraska
$206K 8,131 +8,131 New
HC
120
Hara Capital
Washington
$203K 7,985 +7,985 New
AWM
121
Axxcess Wealth Management
California
$201K 7,930 -325 -4%
CAAS
122
Capital Asset Advisory Services
Michigan
$201K 7,930 +7,930 New
OIA
123
OneDigital Investment Advisors
Kansas
$200K 7,889 +7,889 New
Kayne Anderson Rudnick Investment Management
124
Kayne Anderson Rudnick Investment Management
California
$170K 6,690 – –
Comerica Bank
125
Comerica Bank
Texas
$169K 6,660 +116 +2%
3 4
5
6 7