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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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$647M
2
RC
RegentAtlantic Capital
New Jersey
$37.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.2M
5
CBU
CIBC Bank USA
Illinois
$47.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$241K
3
SFG
Sage Financial Group
Pennsylvania
$33.7M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
5
Wells Fargo
Wells Fargo
California
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.41M – – –
AAA
127
Adams Asset Advisors
Texas
$1.34M +$20K +629 +2%
OAM
128
Occidental Asset Management
California
$1.34M +$381K +11,982 +40%
CGT
129
Capital Guardian Trust
California
$1.31M – – –
Walleye Trading
130
Walleye Trading
New York
$1.27M +$155K +4,882 +14%
RIA
131
Regal Investment Advisors
Michigan
$1.26M -$31.1K -976 -2%
SG
132
Somerset Group
Minnesota
$1.26M -$4.71K -148 -0.4%
NCM
133
Novare Capital Management
North Carolina
$1.25M -$9.76K -307 -0.8%
AWCI
134
Alpine Woods Capital Investors
New York
$1.24M – – –
VWA
135
V Wealth Advisors
Kansas
$1.24M +$1.24M +38,875 New
NCM
136
Noesis Capital Mangement
Florida
$1.19M -$62.3K -1,960 -5%
JWM
137
Jacobus Wealth Management
Wisconsin
$1.17M -$44.8K -1,410 -4%
BRM
138
Boston Research & Management
Massachusetts
$1.15M +$38.2K +1,200 +3%
CS
139
Credit Suisse
Switzerland
$1.14M +$1.14M +35,838 New
RCAG
140
Rehmann Capital Advisory Group
Michigan
$1.13M +$445K +13,994 +65%
HB
141
Homrich & Berg
Georgia
$1.07M -$118K -3,719 -10%
CA
142
Cetera Advisors
Colorado
$1.02M +$1.94K +61 +0.2%
HCM
143
Hilton Capital Management
New York
$999K -$848K – –
RC
144
Roundview Capital
New Jersey
$929K -$32.8K -1,030 -3%
ICOA
145
Investment Centers of America
North Dakota
$913K -$1.51M -47,461 -62%
WT
146
Whittier Trust
California
$892K -$4.04K -127 -0.5%
SEIA
147
Signature Estate & Investment Advisors
California
$885K -$47.4K -1,489 -5%
AA
148
Apriem Advisors
California
$876K -$113K -3,539 -11%
CAN
149
Cetera Advisor Networks
California
$858K -$6.67K -210 -0.8%
CFA
150
Carroll Financial Associates
North Carolina
$856K -$29.8K -938 -3%
4 5
6
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