We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

182 hedge funds and large institutions have $2.63B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,171% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $126K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $1.87B → $2.63B (+$767M)

8% more funds holding

Funds holding: 168182 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
44
Reduced
60
Closed
15
Calls
$2.86M
Puts
$126K
Net Calls
+$2.74M
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
126
Coppell Advisory Solutions
Texas
$139K +$140K +6,373 New
CASC
127
Coppell Advisory Solutions Corp
Texas
$139K +$140K +6,373 New
BAM
128
Belpointe Asset Management
Nevada
$123K -$28.6K -1,302 -19%
AP
129
Arlington Partners
Alabama
$122K
HNB
130
Huntington National Bank
Ohio
$120K
CF
131
Centaurus Financial
California
$102K +$103K +4,688 New
CA
132
Clearstead Advisors
Ohio
$97.1K
TA
133
Tectonic Advisors
Texas
$82.6K
Citadel Advisors
134
Citadel Advisors
Florida
$81.5K -$1.14M -51,974 -93%
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$79K -$3.1K -141 -4%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$78K -$10.7K -487 -12%
CHA
137
Carmichael Hill & Associates
Maryland
$73.2K +$88 +4 +0.1%
GRP
138
Global Retirement Partners
California
$72.1K -$59K -2,686 -45%
DWP
139
Destiny Wealth Partners
Florida
$71.9K
MFA
140
Morling Financial Advisors
California
$64.9K
TWP
141
TFO Wealth Partners
Ohio
$60.9K -$3.21K -146 -24%
NA
142
NewEdge Advisors
Louisiana
$60.8K +$108K +4,941 +23%
PTC
143
Private Trust Company
Ohio
$57K +$57.7K +2,628 New
DAC
144
Dividend Assets Capital
South Carolina
$52K
PH
145
Pinnacle Holdings
Oklahoma
$51.7K +$34.2K +1,560 +190%
MA
146
Montag & Associates
Georgia
$51.5K
PA
147
Parallel Advisors
California
$45.7K -$16.5K -750 -26%
LF
148
Lee Financial
Texas
$40.7K +$32.9K +1,500 +405%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$38K
FHA
150
First Horizon Advisors
Tennessee
$35.6K

AMJ Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2022, worth a combined $2.63B — up 41% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AMJ positions and 15 closed out — a net gain of 18 holders — while 44 added to existing stakes and 60 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Brighton Jones LLC, cutting an estimated $8.4M.

  • 182 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.63B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2022, up 41% quarter-over-quarter.
  • 33 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2022 was LPL Financial, an estimated $17.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2022 was Brighton Jones LLC, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2022.