AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

296 hedge funds and large institutions have $2.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
6.78%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
38
Increased
81
Reduced
128
Closed
31
Calls
$338M
Puts
$15.5M
Net Calls
+$322M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
126
AMI Investment Management
Indiana
$1.36M +$50.8K +1,850 +4%
DT
127
Diversified Trust
Tennessee
$1.31M -$13.5K -491 -1%
WCM
128
Wealthcare Capital Management
Virginia
$1.3M +$7.33K +267 +0.6%
TFA
129
Transamerica Financial Advisors
Florida
$1.28M -$106K -3,855 -8%
OAM
130
Occidental Asset Management
California
$1.28M -$12.1K -442 -0.9%
HW
131
Hancock Whitney
Mississippi
$1.18M +$1.18M +42,832 New
NCM
132
Novare Capital Management
North Carolina
$1.15M +$77.7K +2,830 +7%
MCM
133
Murphy Capital Management
New Jersey
$1.13M -$68.6K -2,500 -6%
CBT
134
Capital Bank & Trust
California
$1.13M
PAM
135
Peak Asset Management
Colorado
$1.1M -$69K -2,513 -6%
ABC
136
Associated Banc-Corp
Wisconsin
$1.08M +$26.2K +955 +2%
AA
137
Advisory Alpha
Michigan
$1.08M +$45.2K +1,560 +4%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$1.07M +$216K +7,855 +25%
DMC
139
Drexel Morgan & Co
Pennsylvania
$1.05M +$16.1K +588 +2%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$1.02M -$85.9K -3,126 -8%
RPG
141
Risk Paradigm Group
Texas
$997K +$427K +15,552 +75%
KPCM
142
Kings Point Capital Management
New York
$984K +$82 +3 +0%
IA
143
IFP Advisors
Florida
$980K -$43.5K -1,586 -4%
T. Rowe Price Associates
144
T. Rowe Price Associates
Maryland
$978K -$90.7K -3,300 -8%
BRM
145
Boston Research & Management
Massachusetts
$951K -$165K -5,995 -15%
CPIG
146
Chicago Partners Investment Group
Illinois
$920K +$214K +8,455 +30%
CAI
147
Capital Advisors Inc
Oklahoma
$913K -$472K -17,200 -34%
RC
148
Roundview Capital
New Jersey
$904K +$8.24K +300 +0.9%
JG
149
Jefferies Group
New York
$892K -$68.6K -2,500 -7%
RFO
150
RiverGlades Family Offices
Florida
$886K +$17.4K +635 +2%