AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.73%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Shares
Change %
RHJA
201
Rice Hall James & Associates
California
$690K -$9.19K -200 -1%
FCI
202
Financial Counselors Inc
Kansas
$689K +$2.94K +64 +0.4%
BT
203
Beacon Trust
New Jersey
$669K -$51K -1,109 -7%
FPCP
204
Fort Point Capital Partners
California
$630K
FA
205
FDx Advisors
Illinois
$624K -$106K -2,303 -15%
MPM
206
Meritage Portfolio Management
Kansas
$622K -$477K -10,402 -43%
CWM
207
Concert Wealth Management
California
$610K +$34.3K +747 +6%
MHS
208
M Holdings Securities
Oregon
$574K +$116K +2,516 +25%
JPTCCM
209
J.P. Turner & Co Capital Management
Georgia
$566K +$566K +12,297 New
BUB
210
BBVA USA Bancshares
Texas
$543K +$551 +12 +0.1%
JWM
211
Jacobus Wealth Management
Wisconsin
$532K +$81.8K +1,782 +18%
DDC
212
Daniel Devine & Co
Florida
$515K +$515K +11,200 New
NES
213
New England Securities
New York
$504K -$95.5K -2,080 -16%
KFC
214
Klingenstein Fields & Co
New York
$499K -$16.5K -360 -3%
FPFS
215
First Personal Financial Services
North Carolina
$480K +$480K +10,459 New
MCM
216
Murphy Capital Management
New Jersey
$473K +$124K +2,700 +36%
CCM
217
Coldstream Capital Management
Washington
$470K -$203K -4,430 -30%
WPC
218
Waters Parkerson & Co
Louisiana
$466K +$230K +5,000 +97%
IH
219
IFC Holdings
Florida
$462K +$5.31K +116 +1%
BAM
220
Burnham Asset Management
New York
$459K +$459K +10,000 New
SWP
221
Stratos Wealth Partners
Ohio
$451K -$427K -9,294 -49%
Creative Planning
222
Creative Planning
Kansas
$426K +$217K +4,718 +104%
WEC
223
Winslow Evans & Crocker
Massachusetts
$420K -$56.7K -1,234 -12%
YP
224
Yellowstone Partners
Idaho
$414K +$125K +2,717 +43%
FI
225
FormulaFolio Investments
Michigan
$412K +$412K +8,960 New