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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185 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
53
Reduced
67
Closed
15
Calls
$47K
Puts
$68K
Net Calls
-$21K
Net Calls Change
-$156K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$49.8M
3
NG
3
Norden Group
Utah
$6.69M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$189M
5
VF
5
Virtu Financial
New York
$3.6M

Top Sellers

1
BJL
1
Brighton Jones LLC
Washington
$9.14M
2
Creative Planning
2
Creative Planning
Kansas
$3.79M
3
LNWTC
3
Laird Norton Wetherby Trust Company
Washington
$0
4
LAS
4
Lloyd Advisory Services
Georgia
$0
5
PAM
5
Peak Asset Management
Colorado
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
AT
126
Arlington Trust
Alabama
$142K 5,606 +5,606 New
CAS
127
Coppell Advisory Solutions
Texas
$117K 4,628 -1,745 -27%
GRP
128
Global Retirement Partners
California
$89.4K 3,470 +39 +1%
SIS
129
Sound Income Strategies
Florida
$87.6K 3,454 +3,454 New
TSWM
130
Tyler-Stone Wealth Management
Ohio
$85.6K 3,376 – –
CA
131
Clearstead Advisors
Ohio
$78.3K 3,086 -3,199 -51%
MRCM
132
M&R Capital Management
New Jersey
$76.1K 3,000 +3,000 New
CHA
133
Carmichael Hill & Associates
Maryland
$74.3K 2,929 -345 -11%
MA
134
Montag & Associates
Georgia
$72.7K 2,866 +1,000 +54%
MIA
135
MeadowBrook Investment Advisors
Michigan
$67K 2,640 +2,640 New
PTC
136
Private Trust Company
Ohio
$55.2K 2,177 – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$52K 2,052 +1,613 +367%
PCFFS
138
Pacific Center for Financial Services
California
$50.1K 1,975 – –
LF
139
Lee Financial
Texas
$47.4K 1,870 – –
OFG
140
Oxford Financial Group
Indiana
$41.6K 1,639 – –
FHA
141
First Horizon Advisors
Tennessee
$41.5K 1,636 – –
DAC
142
Dividend Assets Capital
South Carolina
$36K 1,400 -1,000 -42%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$35.3K 1,390 -4,364 -76%
ACA
144
Aptus Capital Advisors
Alabama
$32.8K 1,292 – –
WT
145
Washington Trust
Rhode Island
$28.8K 1,137 – –
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$27K 1,067 +18 +2%
BWAM
147
Boyd Watterson Asset Management
Ohio
$23.9K 943 – –
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.7K 935 – –
PH
149
Pinnacle Holdings
Oklahoma
$23.6K 929 +110 +13%
FGA
150
Fortis Group Advisors
New Jersey
$23K 906 +453 +100%
4 5
6
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