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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315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.15%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.55%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$159M
2
RC
2
RegentAtlantic Capital
New Jersey
$37.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.2M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.4M
5
AR
5
Advisory Research
Illinois
$22.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$56.7M
2
SFG
2
Sage Financial Group
Pennsylvania
$2.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$56.2M
4
Invesco
4
Invesco
Georgia
$32.1M
5
CBU
5
CIBC Bank USA
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
126
Eaton Vance Management
Massachusetts
$2.01M -$176K -6,399 -8%
AG
127
Advisor Group
Arizona
$2M -$64.8K -2,359 -3%
PA
128
Planning Alternatives
Michigan
$1.97M -$444K -16,148 -18%
MA
129
Montag & Associates
Georgia
$1.9M +$1.63M +59,150 +592%
PCM
130
Parsons Capital Management
Rhode Island
$1.88M +$565K +20,565 +43%
AA
131
Advisory Alpha
Michigan
$1.73M -$7.88M -275,243 -82%
UCFA
132
United Capital Financial Advisors
Texas
$1.67M +$729K +26,497 +78%
CONA
133
Capital One National Association
New York
$1.56M -$19.7K -719 -1%
OCG
134
Opus Capital Group
Ohio
$1.55M +$236K +8,583 +18%
FAG
135
Financial Advisory Group
Texas
$1.51M -$141K -5,130 -9%
OAM
136
Occidental Asset Management
California
$1.37M -$1.58M -57,486 -54%
LF
137
Lee Financial
Texas
$1.36M -$65.8K -2,395 -5%
PAM
138
Peak Asset Management
Colorado
$1.32M -$180K -6,559 -12%
MFP
139
Mosaic Financial Partners
California
$1.31M +$388K +14,125 +42%
DT
140
Diversified Trust
Tennessee
$1.3M -$60K -2,186 -4%
Citigroup
141
Citigroup
New York
$1.3M +$262K +9,530 +25%
LA
142
LVW Advisors
New York
$1.27M +$1.27M +46,063 New
LC
143
Lourd Capital
California
$1.25M +$429K +15,617 +52%
FTI
144
Fiduciary Trust International
Massachusetts
$1.24M +$312K +11,350 +34%
RT
145
Rockland Trust
Massachusetts
$1.2M +$58.2K +2,118 +5%
BlackRock
146
BlackRock
New York
$1.17M +$288K +10,469 +33%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.15M +$27.5K +1,000 +2%
LNC
148
Lincoln National Corp
Pennsylvania
$1.14M +$835K +30,405 +276%
NCM
149
Novare Capital Management
North Carolina
$1.13M -$25K -910 -2%
CBT
150
Capital Bank & Trust
California
$1.13M – – –
4 5
6
7 8