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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267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$822M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$31.4M
3
ST
3
Sageworth Trust
Pennsylvania
$26.1M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$19.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.3M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$78.6M
2
Invesco
2
Invesco
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.6M
4
DF
4
Donoghue Forlines
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
126
Evoke Wealth
California
$754K +$754K +32,384 New
CAI
127
Capital Advisors Inc
Oklahoma
$751K – – –
SWP
128
Stratos Wealth Partners
Ohio
$726K +$12.1K +519 +2%
GRP
129
Global Retirement Partners
California
$718K +$2.51K +108 +0.4%
CPIG
130
Chicago Partners Investment Group
Illinois
$712K +$14.2K +642 +2%
GBBWRPM
131
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$699K – – –
UBS Group
132
UBS Group
Switzerland
$698K -$92.1K -3,960 -12%
DT
133
Diversified Trust
Tennessee
$666K -$22K -945 -3%
LCM
134
Liberty Capital Management
Michigan
$661K – – –
IA
135
IFP Advisors
Florida
$657K +$657K +28,554 New
WI
136
Wintrust Investments
Illinois
$647K -$8.15K -350 -1%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$636K -$55.9K -2,405 -8%
BMA
138
Brooks Moore & Associates
Tennessee
$628K -$383K -16,467 -38%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$624K +$113K +4,878 +22%
BA
140
Bristlecone Advisors
Washington
$621K -$26.7K -1,150 -4%
SI
141
Stephens Inc
Arkansas
$617K +$6.05K +260 +1%
MAU
142
MRA Associates USA
Arizona
$611K -$205K -8,824 -25%
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$592K -$487K -20,915 -45%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$591K -$169K -7,257 -22%
Barclays
145
Barclays
United Kingdom
$565K +$565K +24,276 New
BEI
146
Benjamin Edwards Inc
Missouri
$560K +$52.1K +2,242 +10%
JF
147
JSF Financial
California
$559K +$132K +5,694 +31%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$549K – – –
CTA
149
Chesley Taft & Associates
Illinois
$539K -$2.54K -109 -0.5%
TPA
150
Trivium Point Advisory
Connecticut
$538K +$207K +9,340 +63%
4 5
6
7 8