AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.38%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
201
Jacobus Wealth Management
Wisconsin
$496K +$86 +2 +0%
FPCP
202
Fort Point Capital Partners
California
$486K -$101K -2,368 -17%
MHS
203
M Holdings Securities
Oregon
$485K -$49.6K -1,159 -9%
WPC
204
Waters Parkerson & Co
Louisiana
$445K +$10.7K +250 +2%
BOTW
205
Bank of the West
California
$434K -$462K -10,800 -52%
IH
206
IFC Holdings
Florida
$430K
YP
207
Yellowstone Partners
Idaho
$428K +$42.1K +984 +11%
SI
208
Stephens Inc
Arkansas
$417K +$417K +9,743 New
KFC
209
Klingenstein Fields & Co
New York
$408K -$56.7K -1,325 -12%
FI
210
FormulaFolio Investments
Michigan
$383K
SAM
211
SignalPoint Asset Management
Missouri
$383K +$15.6K +363 +4%
HW
212
Hancock Whitney
Mississippi
$378K +$378K +8,843 New
PMG
213
ProVise Management Group
Florida
$372K -$4.28K -100 -1%
MCM
214
Murphy Capital Management
New Jersey
$368K -$72.7K -1,700 -17%
MC
215
Moors & Cabot
Massachusetts
$364K +$364K +8,513 New
WEC
216
Winslow Evans & Crocker
Massachusetts
$356K -$34.8K -812 -9%
CCM
217
Coldstream Capital Management
Washington
$355K -$83.6K -1,951 -19%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$353K
PWW
219
Pettyjohn Wood & White
Virginia
$340K -$214 -5 -0.1%
Creative Planning
220
Creative Planning
Kansas
$335K -$62.2K -1,453 -16%
BCM
221
BTR Capital Management
California
$334K +$334K +7,800 New
LWA
222
Lenox Wealth Advisors
New York
$324K +$1.71K +40 +0.5%
RC
223
Roundview Capital
New Jersey
$320K -$17.1K -400 -5%
LH
224
Lebenthal Holdings
New York
$320K +$320K +7,479 New
PPA
225
Parametric Portfolio Associates
Washington
$319K -$4.19K -98 -1%