AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.67%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
201
Jacobus Wealth Management
Wisconsin
$372K +$35.5K +765 +11%
HFS
202
HL Financial Services
Kentucky
$350K +$40.6K +878 +13%
GIM
203
Goelzer Investment Management
Indiana
$339K +$339K +7,318 New
WIC
204
Woodmont Investment Counsel
Tennessee
$334K +$88.1K +1,900 +36%
AR
205
Advisory Research
Illinois
$318K +$318K +6,870 New
OC
206
Oppenheimer & Co
New York
$311K -$472K -10,197 -60%
LWA
207
Lenox Wealth Advisors
New York
$306K +$8.58K +185 +3%
PFS
208
Prospera Financial Services
Texas
$303K +$17.6K +379 +6%
FMW
209
Farr Miller & Washington
District of Columbia
$300K +$86.5K +1,864 +41%
VAM
210
Visionary Asset Management
Texas
$295K -$114K -2,461 -28%
DC
211
Davenport & Co
Virginia
$288K -$42.3K -912 -13%
HT
212
Hefren-Tillotson
Pennsylvania
$286K -$3.86M -83,240 -93%
BB
213
Busey Bank
Illinois
$285K
ECM
214
Evergreen Capital Management
Washington
$270K +$11.6K +250 +4%
SC
215
SouthState Corp
Florida
$269K -$23.2K -500 -8%
Creative Planning
216
Creative Planning
Kansas
$266K -$1.76K -38 -0.7%
BBHC
217
Brown Brothers Harriman & Co
New York
$257K -$130K -2,800 -34%
YP
218
Yellowstone Partners
Idaho
$257K +$257K +5,544 New
EAMA
219
EFG Asset Management (Americas)
Florida
$253K +$253K +5,454 New
MCM
220
Murphy Capital Management
New Jersey
$252K +$252K +5,440 New
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$244K -$9.25K -200 -4%
LD
222
Lipe & Dalton
New York
$225K
NL
223
NWAM LLC
Washington
$223K -$23.1K -497 -9%
SCG
224
Strategic Capital Group
Washington
$214K -$1.73M -37,216 -89%
PWLP
225
Prio Wealth Limited Partnership
Massachusetts
$213K