We are live on ! Find out more
AMJ

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

Delisted

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

Back to rankings

168 hedge funds and large institutions have $2.88B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$222M)

10% less funds holding

Funds holding: 186 → 168 (-18)

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $288K

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
51
Reduced
65
Closed
30
Calls
$14K
Puts
$288K
Net Calls
-$274K
Net Calls Change
-$253K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$121M
2
CJFS
Coulter & Justus Financial Services
Tennessee
+$6.71M
3
Ameriprise
Ameriprise
Minnesota
+$2.59M
4
VF
Virtu Financial
New York
+$2.39M
5
KeyBank National Association
KeyBank National Association
Ohio
+$2.29M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$37.6M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
ECM
Evergreen Capital Management
Washington
-$11.6M
4
FFG
Fortem Financial Group
California
-$9.36M
5
OPCM
Osborne Partners Capital Management
California
-$9.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
151
Fortis Group Advisors
New Jersey
$12.9K -$12.2K -453 -50%
KFI
152
Key Financial Inc
Pennsylvania
$12.7K – – –
First Manhattan
153
First Manhattan
New York
$11.4K -$10.8K -400 -50%
SA
154
Scarborough Advisors
Maryland
$10.7K +$134 +5 +1%
WPEP
155
Walnut Private Equity Partners
Nebraska
$9.83K – – –
CPA
156
Clear Point Advisors
New York
$8.44K +$108 +4 +1%
POIA
157
Pin Oak Investment Advisors
Texas
$8K – – –
CFGS
158
Concourse Financial Group Securities
Alabama
$6.13K – – –
VF
159
VitalStone Financial
Texas
$5K – – –
HFS
160
Hantz Financial Services
Michigan
$5K +$4.97K +185 New
FGAM
161
Financial Gravity Asset Management
Texas
$4.46K -$661K -24,605 -99%
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$3.7K – – –
WTC
163
WhitTier Trust Company
Nevada
$2.42K – – –
US Bancorp
164
US Bancorp
Minnesota
$2.34K -$2.98K -111 -58%
Barclays
165
Barclays
United Kingdom
$1.48K – – –
RG
166
Retirement Group
California
$940 – – –
EWA
167
EverSource Wealth Advisors
Alabama
$839 – – –
TRCT
168
Tower Research Capital (TRC)
New York
$57 -$5.19K -193 -99%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$28 – – –
HNB
170
Huntington National Bank
Ohio
$28 – – –
FFG
171
Fortem Financial Group
California
– -$9.36M -369,151 Closed
UOC
172
University of Chicago
Illinois
– -$1.72M -67,801 Closed
SWIM
173
Smallwood Wealth Investment Management
New Jersey
– -$1.53M -60,463 Closed
SSW
174
Stone Summit Wealth
Florida
– -$1.32M -52,170 Closed
GA
175
Greytown Advisors
Florida
– -$1.23M -48,314 Closed
4 5 6
7
8

AMJ Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2024, worth a combined $2.88B — up 8.3% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AMJ and 13 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was CIBC Private Wealth Group, cutting an estimated $37.6M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2024, down from 186 in Q4 2023.
  • Funds reported $2.88B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2024 and 30 closed out, a net change of -17 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2024 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2024 was CIBC Private Wealth Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2024.