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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298 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.65%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
62
Increased
83
Reduced
116
Closed
56
Calls
$319M
Puts
$21.5M
Net Calls
+$297M
Net Calls Change
-$24.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$157M
2
PPA
2
Parametric Portfolio Associates
Washington
$80.8M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$76.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M
5
MHI
5
Miller Howard Investments
New York
$22.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$244M
2
Invesco
2
Invesco
Georgia
$23.9M
3
CB
3
Commerce Bank
Missouri
$32.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
176
Lido Advisors
California
$522K -$165K -7,423 -24%
LC
177
Lourd Capital
California
$512K -$76.3K -3,417 -13%
Barclays
178
Barclays
United Kingdom
$480K +$297K +13,299 +162%
GRP
179
Global Retirement Partners
California
$476K +$215K +9,638 +82%
CFA
180
Carroll Financial Associates
North Carolina
$451K -$15.9K -655 -3%
CAM
181
Covenant Asset Management
New Jersey
$446K – – –
JF
182
JSF Financial
California
$442K +$442K +19,812 New
BA
183
Bristlecone Advisors
Washington
$439K +$233K +10,435 +113%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$409K -$6.14K -275 -1%
EM
185
ELCO Management
New York
$408K +$408K +18,300 New
SWP
186
Stratos Wealth Partners
Ohio
$404K -$5.9M -264,642 -94%
WDL
187
Well Done LLC
Michigan
$399K -$13.1K -586 -3%
CC
188
Claybrook Capital
Massachusetts
$399K +$399K +17,861 New
NC
189
NBW Capital
Massachusetts
$398K -$168K -7,515 -30%
DMC
190
Drexel Morgan & Co
Pennsylvania
$387K -$463K -20,728 -54%
CA
191
Cetera Advisors
Colorado
$380K +$380K +17,055 New
FAAS
192
First Allied Advisory Services
California
$365K -$12.1K -539 -3%
ACM
193
AlphaStar Capital Management
North Carolina
$358K -$78.8K -3,535 -18%
AI
194
Atria Investments
North Carolina
$351K +$351K +15,723 New
FCIM
195
Fairview Capital Investment Management
California
$345K -$13.4K -600 -4%
ASN
196
Advisory Services Network
Georgia
$339K +$338K +15,160 +50,533%
AWCI
197
Alpine Woods Capital Investors
New York
$335K -$357K -16,000 -52%
AGA
198
Arkos Global Advisors
Texas
$330K +$330K +14,793 New
WT
199
Washington Trust
Rhode Island
$324K -$30.5K -1,366 -9%
KFA
200
Kays Financial Advisory
Georgia
$311K +$19.4K +870 +7%
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