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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290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$106M
2
EGA
2
Eagle Global Advisors
Texas
$93.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$94M
4
MHI
4
Miller Howard Investments
New York
$73.5M
5
AR
5
Advisory Research
Illinois
$32.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M
2
Wells Fargo
2
Wells Fargo
California
$80.6M
3
SFG
3
Sage Financial Group
Pennsylvania
$26.4M
4
RC
4
RegentAtlantic Capital
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Cetera Advisor Networks
California
$1.11M -$3.61M -124,242 -76%
RIA
152
Regal Investment Advisors
Michigan
$1.08M -$113K -3,915 -9%
JWM
153
Jacobus Wealth Management
Wisconsin
$1.08M +$816K +28,170 +306%
NCM
154
Noesis Capital Mangement
Florida
$1.08M -$251K -8,650 -19%
HCM
155
Hilton Capital Management
New York
$1.08M -$1.92M – –
BIAS
156
Beacon Investment Advisory Services
New Jersey
$1.01M -$65.8K -2,272 -6%
IPC
157
Independent Portfolio Consultants
Florida
$992K -$1.12M -38,705 -53%
OAM
158
Occidental Asset Management
California
$951K +$54K +1,809 +6%
AA
159
Apriem Advisors
California
$926K -$261K -9,017 -22%
CL
160
Choreo LLC
Illinois
$913K -$508K -17,525 -36%
SEIA
161
Signature Estate & Investment Advisors
California
$884K -$112K -3,852 -11%
CA
162
Cetera Advisors
Colorado
$824K +$28.4K +978 +4%
TWMP
163
Taylor Wealth Management Partners
Massachusetts
$807K -$34.4K -1,187 -4%
Citadel Advisors
164
Citadel Advisors
Florida
$801K +$801K +27,658 New
MWM
165
Mission Wealth Management
California
$782K +$782K +26,990 New
CL
166
CPWM LLC
Washington
$777K -$374K -12,891 -32%
WPP
167
Whalerock Point Partners
Rhode Island
$763K -$132K -4,556 -15%
CFA
168
Carroll Financial Associates
North Carolina
$756K -$4.6M -158,884 -86%
VC
169
Vicus Capital
Pennsylvania
$749K -$176K -6,059 -19%
FNBT
170
FineMark National Bank & Trust
Florida
$738K +$21.1K +729 +3%
TAM
171
Tocqueville Asset Management
New York
$724K -$111K -3,850 -13%
OC
172
Oakworth Capital
Alabama
$716K – – –
HCM
173
Harvest Capital Management
New Hampshire
$703K -$5.7M -196,690 -89%
WB
174
Webster Bank
Connecticut
$683K +$36.8K +1,269 +6%
DMC
175
Drexel Morgan & Co
Pennsylvania
$682K +$177K +6,100 +35%
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