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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177 hedge funds and large institutions have $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93B
3
Goldman Sachs
3
Goldman Sachs
New York
$12.1M
4
PFO
4
Pathstone Family Office
New Jersey
$1.38M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$17.4M

Top Sellers

1
BJL
1
Brighton Jones LLC
Washington
$40.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.44M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$24.1M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$165K – – –
Comerica Bank
127
Comerica Bank
Texas
$162K +$162K +6,544 New
CA
128
Clearstead Advisors
Ohio
$155K +$80.6K +3,261 +108%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$142K – – –
CAS
130
Coppell Advisory Solutions
Texas
$139K +$36.4K +1,675 +36%
TSWM
131
Tyler-Stone Wealth Management
Ohio
$83K -$4.92K -200 -6%
GRP
132
Global Retirement Partners
California
$81.5K +$879 +37 +1%
CHA
133
Carmichael Hill & Associates
Maryland
$80.9K +$124 +5 +0.2%
DAC
134
Dividend Assets Capital
South Carolina
$59K – – –
PTC
135
Private Trust Company
Ohio
$53.8K – – –
PCFFS
136
Pacific Center for Financial Services
California
$48.8K – – –
LF
137
Lee Financial
Texas
$46.2K – – –
MA
138
Montag & Associates
Georgia
$46.1K -$12.4K -500 -21%
OFG
139
Oxford Financial Group
Indiana
$40.5K – – –
FHA
140
First Horizon Advisors
Tennessee
$40.4K – – –
WT
141
Whittier Trust
California
$34.4K – – –
ACA
142
Aptus Capital Advisors
Alabama
$31.9K -$2.52K -102 -7%
WT
143
Washington Trust
Rhode Island
$28.1K -$1.51K -61 -5%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$26.8K -$6.79K -275 -20%
EWP
145
Elevation Wealth Partners
California
$26.1K – – –
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$25.9K +$25.9K +1,049 New
BWAM
147
Boyd Watterson Asset Management
Ohio
$23.3K – – –
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.1K +$23.1K +935 New
CP
149
Castleview Partners
Texas
$21.7K -$1.9K -77 -8%
PH
150
Pinnacle Holdings
Oklahoma
$20.2K – – –
4 5
6
7 8