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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277 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
5.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
52
Increased
81
Reduced
107
Closed
39
Calls
$21.7M
Puts
$24.5M
Net Calls
-$2.88M
Net Calls Change
-$43K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$94.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.3M
5
EGA
5
Eagle Global Advisors
Texas
$33.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$17.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
ECM
3
Evergreen Capital Management
Washington
$2.96M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$8.08M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
176
Meritage Portfolio Management
Kansas
$327K -$1.32M -60,337 -80%
AWCI
177
Alpine Woods Capital Investors
New York
$327K – – –
JA
178
JOYN Advisors
Georgia
$322K -$1.38M -63,252 -81%
PFS
179
Prospera Financial Services
Texas
$308K +$308K +14,124 New
AWA
180
Arete Wealth Advisors
Illinois
$306K +$105K +4,807 +52%
MML Investors Services
181
MML Investors Services
Massachusetts
$302K +$16.3K +745 +6%
FHA
182
First Horizon Advisors
Tennessee
$299K – – –
PA
183
Procyon Advisors
Connecticut
$298K +$298K +13,660 New
TWM
184
Tolleson Wealth Management
Texas
$297K +$297K +13,631 New
MGIA
185
Moneta Group Investment Advisors
Missouri
$294K +$294K +13,480 New
SPC
186
Sigma Planning Corp
Michigan
$288K -$12.1K -555 -4%
LPIC
187
LeJeune Puetz Investment Counsel
Michigan
$284K +$284K +13,030 New
PWW
188
Pettyjohn Wood & White
Virginia
$267K -$8.74K -400 -3%
MCM
189
Murphy Capital Management
New Jersey
$251K -$146K -6,725 -37%
CCP
190
Clough Capital Partners
Massachusetts
$249K +$249K +11,400 New
RC
191
RegentAtlantic Capital
New Jersey
$248K -$26.3K -1,205 -10%
PA
192
Parallel Advisors
California
$246K +$171K +7,847 +228%
BAM
193
Belpointe Asset Management
Nevada
$244K -$14.9K -683 -6%
CCB
194
Cutter & Co Brokerage
Missouri
$242K -$10.9K -500 -4%
FAAS
195
First Allied Advisory Services
California
$237K -$21.3K -970 -8%
BCM
196
Blume Capital Management
California
$231K -$1.6M -73,350 -87%
GWM
197
Graybill Wealth Management
Illinois
$231K -$18.4K -845 -7%
NC
198
NBW Capital
Massachusetts
$231K -$12.9K -592 -5%
CFGS
199
Concourse Financial Group Securities
Alabama
$229K +$170K +7,764 +286%
TA
200
TCG Advisors
Texas
$228K -$725K -33,264 -76%
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