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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291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$534M
2
FAG
2
Financial Advisory Group
Texas
$23.7M
3
IF
3
IRON Financial
Illinois
$7.83M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$85M
5
TAM
5
Tocqueville Asset Management
New York
$6.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$482M
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.51M
3
WBG
3
Wharton Business Group
Pennsylvania
$12.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
201
Jacobus Wealth Management
Wisconsin
$513K – – –
WEC
202
Winslow Evans & Crocker
Massachusetts
$512K -$262 -5 -0.1%
PMG
203
ProVise Management Group
Florida
$472K – – –
CWM
204
Concert Wealth Management
California
$468K +$46.2K +905 +11%
M&T Bank
205
M&T Bank
New York
$441K – – –
PPA
206
Parametric Portfolio Associates
Washington
$433K +$35K +667 +9%
HP
207
HT Partners
Connecticut
$432K – – –
VAM
208
Visionary Asset Management
Texas
$430K -$123K -2,342 -22%
SAM
209
SignalPoint Asset Management
Missouri
$423K +$210 +4 +0%
WIC
210
Woodmont Investment Counsel
Tennessee
$409K – – –
PFS
211
Prospera Financial Services
Texas
$322K -$9.63K -184 -3%
BB
212
Busey Bank
Illinois
$322K – – –
SWP
213
Stratos Wealth Partners
Ohio
$310K +$310K +5,912 New
Parallax Volatility Advisers
214
Parallax Volatility Advisers
California
$305K +$305K +5,821 New
PWW
215
Pettyjohn Wood & White
Virginia
$295K – – –
BBHC
216
Brown Brothers Harriman & Co
New York
$291K – – –
YP
217
Yellowstone Partners
Idaho
$290K – – –
Citadel Advisors
218
Citadel Advisors
Florida
$285K +$203K +3,865 +246%
MCM
219
Murphy Capital Management
New Jersey
$282K -$2.09K -40 -0.7%
ECM
220
Evergreen Capital Management
Washington
$278K – – –
HW
221
Hancock Whitney
Mississippi
$275K +$275K +5,253 New
Luther King Capital Management (LKCM)
222
Luther King Capital Management (LKCM)
Texas
$273K -$23.6K -450 -8%
WPC
223
Waters Parkerson & Co
Louisiana
$270K – – –
DC
224
Davenport & Co
Virginia
$268K +$2.62K +50 +1%
Creative Planning
225
Creative Planning
Kansas
$256K -$46.5K -887 -15%
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9
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