AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.96%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Market Value Shares Shares
Change
Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.16M 36,536 +13,719 +60%
JWM
152
Jacobus Wealth Management
Wisconsin
$1.15M 36,295 -817 -2%
FM
153
Forward Management
California
$1.11M 35,227 +35,227 New
LF
154
Lee Financial
Texas
$1.11M 34,981 +34,981 New
BRM
155
Boston Research & Management
Massachusetts
$1.08M 34,120 -2,070 -6%
IA
156
IndexIQ Advisors
New York
$1.06M 33,452 -22,619 -40%
PCM
157
Prelude Capital Management
New York
$1.06M 33,400 +5,100 +18%
WKWM
158
Walter & Keenan Wealth Management
Indiana
$1.03M 32,700 +32,700 New
ICOA
159
Investment Centers of America
North Dakota
$1.02M 32,301 +3,639 +13%
SG
160
Somerset Group
Minnesota
$1.02M 32,320 +198 +0.6%
MA
161
Montag & Associates
Georgia
$1.01M 32,000 +2,500 +8%
CS
162
Credit Suisse
Switzerland
$993K 31,412 +14,705 +88%
RC
163
Roundview Capital
New Jersey
$982K 31,075 +2,460 +9%
IA
164
IFP Advisors
Florida
$948K 29,976 +11,656 +64%
RIL
165
Rothschild Investment LLC
Illinois
$947K 29,950 +4,250 +17%
DMC
166
Drexel Morgan & Co
Pennsylvania
$921K 29,145 +5,280 +22%
HB
167
Homrich & Berg
Georgia
$920K 29,112 -4,601 -14%
WPP
168
Whalerock Point Partners
Rhode Island
$916K 28,969 -65 -0.2%
LC
169
Lourd Capital
California
$887K 28,075 +9,556 +52%
CFA
170
Carroll Financial Associates
North Carolina
$834K 26,411 -3,919 -13%
LP
171
LGL Partners
Pennsylvania
$799K 25,266
SI
172
Stephens Inc
Arkansas
$791K 25,034 +184 +0.7%
MPM
173
Meritage Portfolio Management
Kansas
$791K 25,030 +1,745 +7%
FNBT
174
FineMark National Bank & Trust
Florida
$783K 24,784 -1,749 -7%
FTI
175
Fiduciary Trust International
Massachusetts
$783K 24,777 +24,777 New