AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

288 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
7.77%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
21
Increased
102
Reduced
120
Closed
42
Calls
$2.36M
Puts
$69.2M
Net Calls
-$66.8M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
YP
201
Yellowstone Partners
Idaho
$393K -$2.85K -72 -0.7%
EWM
202
Evercore Wealth Management
New York
$384K +$164K +4,147 +75%
SAM
203
SignalPoint Asset Management
Missouri
$383K
MWM
204
Mission Wealth Management
California
$383K +$383K +8,940 New
CWM
205
Concert Wealth Management
California
$380K -$164K -4,135 -30%
HW
206
Hancock Whitney
Mississippi
$378K
CI
207
CAZ Investments
Texas
$366K -$3.09M -78,034 -89%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$351K +$98.9K +2,500 +39%
KFC
209
Klingenstein Fields & Co
New York
$350K -$27.7K -700 -7%
MCM
210
Murphy Capital Management
New Jersey
$350K +$9.96K +252 +3%
PMG
211
ProVise Management Group
Florida
$345K
FA
212
FDx Advisors
Illinois
$339K +$339K +8,552 New
Millennium Management
213
Millennium Management
New York
$335K -$25M -629,983 -99%
RFS
214
Rockefeller Financial Services
New York
$333K +$159K +4,000 +91%
WEC
215
Winslow Evans & Crocker
Massachusetts
$329K
PWW
216
Pettyjohn Wood & White
Virginia
$329K +$14.8K +375 +5%
TNBTD
217
Trustmark National Bank Trust Department
Mississippi
$327K
PPA
218
Parametric Portfolio Associates
Washington
$305K +$9.85K +249 +3%
BT
219
Beacon Trust
New Jersey
$295K -$216K -5,450 -42%
ATC
220
Argent Trust Co
Tennessee
$294K
RC
221
Roundview Capital
New Jersey
$292K -$3.56K -90 -1%
SWM
222
SVA Wealth Management
Wisconsin
$292K +$292K +7,382 New
FI
223
FormulaFolio Investments
Michigan
$262K -$92.6K -2,340 -26%
MAA
224
Matrix Asset Advisors
New York
$255K
CCM
225
Coldstream Capital Management
Washington
$254K -$74.4K -1,877 -23%