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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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181 hedge funds and large institutions have $1.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 181 → 181 (0)

3% less capital invested

Capital invested by funds: $1.62B → $1.58B (-$46M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $5.54M | Put options by funds: $9.98M

Holders
181
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
43
Reduced
59
Closed
16
Calls
$5.54M
Puts
$9.98M
Net Calls
-$4.44M
Net Calls Change
-$10.5M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$98.9M
2
BJL
Brighton Jones LLC
Washington
+$8.44M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$3.87M
4
NAS
Nicolet Advisory Services
Wisconsin
+$1.81M
5
VF
Virtu Financial
New York
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.8M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.81M
4
RCYC
Richard C. Young & Co
Rhode Island
-$4.91M
5
CWM
Curi Wealth Management
North Carolina
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Advisornet Financial
Minnesota
$20K – – –
RCA
152
Ranch Capital Advisors
Florida
$19K – – –
US Bancorp
153
US Bancorp
Minnesota
$18K – – –
BWM
154
Baystate Wealth Management
Massachusetts
$15K – – –
TWP
155
TFO Wealth Partners
Ohio
$14K – – –
JFA
156
JNBA Financial Advisors
Minnesota
$12K – – –
GWSG
157
GPS Wealth Strategies Group
Colorado
$11K – – –
LF
158
Lee Financial
Texas
$10K – – –
CFGS
159
Concourse Financial Group Securities
Alabama
$9K – – –
BEI
160
Benjamin Edwards Inc
Missouri
$9K +$145 +8 +2%
DAM
161
Delta Asset Management
Tennessee
$8K – – –
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$7.85K +$7.84K +432 New
SWM
163
Spire Wealth Management
Virginia
$7K -$3.39K -187 -34%
WPEP
164
Walnut Private Equity Partners
Nebraska
$6K – – –
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
BWA
166
BDO Wealth Advisors
Florida
$4K -$12.7K -700 -75%
AIA
167
Angeles Investment Advisors
California
$4K +$3.63K +200 New
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
TRCT
169
Tower Research Capital (TRC)
New York
$3K +$2.74K +151 New
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$3K +$2.79K +154 New
WTC
171
WhitTier Trust Company
Nevada
$2K -$3.63K -200 -70%
CA
172
Clearstead Advisors
Ohio
$2K – – –
FCB
173
First Command Bank
Texas
$2K – – –
FCFS
174
First Command Financial Services
Texas
$2K – – –
AA
175
AlphaMark Advisors
Kentucky
$1K – – –
4 5 6
7
8

AMJ Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2021, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $12.8M sold.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2021 was Susquehanna International Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.