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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290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$106M
2
EGA
Eagle Global Advisors
Texas
$93.8M
3
Morgan Stanley
Morgan Stanley
New York
$94M
4
MHI
Miller Howard Investments
New York
$73.5M
5
AR
Advisory Research
Illinois
$32.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$287M
2
Wells Fargo
Wells Fargo
California
$80.6M
3
SFG
Sage Financial Group
Pennsylvania
$26.4M
4
RC
RegentAtlantic Capital
New Jersey
$0
5
Bank of America
Bank of America
North Carolina
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
201
Carnegie Investment Counsel
Ohio
$417K +$417K +16,235 New
LP
202
LGL Partners
Pennsylvania
$416K +$416K +14,358 New
RHJA
203
Rice Hall James & Associates
California
$405K -$14.5K -500 -3%
PAM
204
Peak Asset Management
Colorado
$405K +$405K +13,967 New
SGAM
205
Steinberg Global Asset Management
Florida
$404K -$4.1M -141,188 -91%
NIM
206
NXG Investment Management
Texas
$400K +$400K +13,800 New
WCM
207
Weatherstone Capital Management
Colorado
$382K +$382K +13,185 New
WIA
208
Westbourne Investment Advisors
Maryland
$352K -$85.1K -2,935 -19%
AFS
209
Aft Forsyth & Sober
Florida
$334K +$334K +11,540 New
CCM
210
Chickasaw Capital Management
Tennessee
$322K +$322K +11,100 New
DDC
211
Daniel Devine & Co
Florida
$319K – – –
VF
212
Virtu Financial
New York
$317K +$317K +10,944 New
KM
213
Kalos Management
Georgia
$314K +$314K +10,673 New
LC
214
Lourd Capital
California
$308K -$1.1M -37,915 -78%
I
215
IberiaBank
Louisiana
$304K +$37.7K +1,302 +14%
MHS
216
M Holdings Securities
Oregon
$295K -$36.4K -1,255 -11%
KT
217
Kanaly Trust
Texas
$295K +$231K +8,000 +364%
CG
218
Colony Group
Massachusetts
$293K -$51.5K -1,777 -15%
FHC
219
First Heartland Consultants
Missouri
$291K -$1.6K -55 -0.5%
FMW
220
Farr Miller & Washington
District of Columbia
$290K +$290K +10,000 New
IA
221
IFP Advisors
Florida
$281K +$281K +9,713 New
SEI Investments
222
SEI Investments
Pennsylvania
$278K +$265K +9,138 +2,049%
SAM
223
SignalPoint Asset Management
Missouri
$262K +$1.33K +46 +0.5%
RIL
224
Rothschild Investment LLC
Illinois
$262K +$262K +9,050 New
HFS
225
Haverford Financial Services
Pennsylvania
$261K +$261K +9,000 New
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