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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293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.32%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38.1M
Net Calls
+$495M
Net Calls Change
+$110M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$257M
2
CS
2
Credit Suisse
Switzerland
$14.6M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$16.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
BJL
5
Brighton Jones LLC
Washington
$85.3M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$0
2
RC
2
RegentAtlantic Capital
New Jersey
$35M
3
MWAC
3
Mariner Wealth Advisors (Cincinnati)
Ohio
$246K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Citigroup
5
Citigroup
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
KP
176
Keel Point
Alabama
$605K 21,437 +9,067 +73%
CP
177
Camelot Portfolios
Ohio
$603K 21,372 +941 +5%
EFS
178
Essex Financial Services
Connecticut
$592K 20,961 +20,961 New
BWM
179
Baystate Wealth Management
Massachusetts
$584K 20,524 +10,852 +112%
Lido Advisors
180
Lido Advisors
California
$577K 21,332 -4,443 -17%
HCM
181
Harvest Capital Management
New Hampshire
$573K 20,303 – –
CL
182
CPWM LLC
Washington
$551K 19,543 -92 -0.5%
WT
183
Washington Trust
Rhode Island
$533K 18,905 -1,165 -6%
TWMP
184
Taylor Wealth Management Partners
Massachusetts
$524K 18,570 -1,100 -6%
RCG
185
Ruggie Capital Group
Florida
$510K 18,055 – –
ACP
186
Arcus Capital Partners
Georgia
$504K 17,850 -25,213 -59%
EWM
187
Edge Wealth Management
New York
$504K 17,862 -13,656 -43%
SCM
188
Southport Capital Management
Tennessee
$502K 17,800 -84 -0.5%
Simplex Trading
189
Simplex Trading
Illinois
$490K 17,395 +12,790 +278%
CAAS
190
Capital Asset Advisory Services
Michigan
$449K 15,896 +1,010 +7%
WB
191
Webster Bank
Connecticut
$448K 15,854 -947 -6%
HSA
192
HBK Sorce Advisory
Pennsylvania
$440K 15,577 -238,194 -94%
CFG
193
Citizens Financial Group
Rhode Island
$433K 15,345 +245 +2%
BG
194
Bahl & Gaynor
Ohio
$423K 15,000 – –
CL
195
Choreo LLC
Illinois
$420K 14,885 -5,837 -28%
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$393K 13,935 -5,695 -29%
SEI Investments
197
SEI Investments
Pennsylvania
$392K 13,907 -1,537 -10%
WKWM
198
Walter & Keenan Wealth Management
Indiana
$387K 13,700 -4,500 -25%
M&T Bank
199
M&T Bank
New York
$385K 13,648 -1,112 -8%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$380K 13,479 +344 +3%
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