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 Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Novare Capital Management
North Carolina
$1.19M +$30.1K +1,065 +3%
RT
127
Rockland Trust
Massachusetts
$1.17M +$90.1K +3,191 +8%
CBT
128
Capital Bank & Trust
California
$1.16M – – –
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$1.16M +$50.6K +1,794 +5%
DMC
130
Drexel Morgan & Co
Pennsylvania
$1.16M -$1.63M -57,820 -59%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.15M +$1.01M +35,865 +703%
PPA
132
Parametric Portfolio Associates
Washington
$1.14M +$854K +30,281 +305%
WT
133
Whittier Trust
California
$1.12M +$514K +18,230 +85%
AWCI
134
Alpine Woods Capital Investors
New York
$1.1M – – –
Creative Planning
135
Creative Planning
Kansas
$1.1M -$139K -4,934 -11%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$1.1M -$194K -6,865 -15%
BRM
137
Boston Research & Management
Massachusetts
$1.09M +$66.3K +2,350 +6%
NC
138
NBW Capital
Massachusetts
$1.08M +$197K +6,966 +22%
NFG
139
NewFocus Financial Group
Washington
$1.07M -$20.6K -729 -2%
Citigroup
140
Citigroup
New York
$1.07M -$10.7M -379,759 -91%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$1.01M -$102K -3,601 -9%
RIA
142
Regal Investment Advisors
Michigan
$1M +$62.6K +2,217 +7%
RIL
143
Rothschild Investment LLC
Illinois
$996K +$29.6K +1,050 +3%
SB
144
Simmons Bank
Arkansas
$982K +$60.4K +2,142 +7%
WIC
145
Woodmont Investment Counsel
Tennessee
$970K -$454K -16,075 -32%
LP
146
LGL Partners
Pennsylvania
$967K +$187K +6,640 +24%
UCFA
147
United Capital Financial Advisors
Texas
$964K -$23.6K -835 -2%
FTI
148
Fiduciary Trust International
Massachusetts
$955K +$955K +33,842 New
MFP
149
Mosaic Financial Partners
California
$945K +$945K +33,490 New
Northern Trust
150
Northern Trust
Illinois
$944K +$944K +33,468 New
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