AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

269 hedge funds and large institutions have $1.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-21
Holders Change %
-7.24%
% of All Funds
7.18%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
34
Increased
85
Reduced
118
Closed
54
Calls
$298M
Puts
$70.2M
Net Calls
+$228M
Net Calls Change
+$42.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KM
201
Kalos Management
Georgia
$313K +$4.57K +158 +1%
SGAM
202
Steinberg Global Asset Management
Florida
$304K -$73.2K -2,702 -19%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$303K -$1.65M -61,021 -84%
LC
204
Lourd Capital
California
$291K +$3.22K +119 +1%
FHC
205
First Heartland Consultants
Missouri
$286K +$14.7K +545 +5%
SI
206
SII Investments
Wisconsin
$279K +$279K +10,287 New
FMW
207
Farr Miller & Washington
District of Columbia
$271K
SEI Investments
208
SEI Investments
Pennsylvania
$268K +$8.76K +324 +3%
GWM
209
Geneos Wealth Management
Colorado
$252K +$252K +9,566 New
SAM
210
SignalPoint Asset Management
Missouri
$251K +$6.07K +224 +2%
HFS
211
Haverford Financial Services
Pennsylvania
$244K
RFS
212
Rockefeller Financial Services
New York
$228K
CCM
213
Colorado Capital Management
Colorado
$227K -$286K -10,610 -56%
PWW
214
Pettyjohn Wood & White
Virginia
$216K +$13K +480 +6%
Creative Planning
215
Creative Planning
Kansas
$198K +$53.2K +1,967 +37%
LWM
216
Lenox Wealth Management
Ohio
$178K +$41.5K +1,527 +30%
EWM
217
Evercore Wealth Management
New York
$160K -$13.8K -510 -8%
IA
218
IndexIQ Advisors
New York
$155K +$155K +5,709 New
PMFA
219
Plante Moran Financial Advisors
Michigan
$155K +$155K +5,740 New
UFA
220
US Financial Advisors
Massachusetts
$152K -$271K -9,973 -64%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$144K -$26.4K -976 -15%
JIC
222
Joel Isaacson & Co
New York
$143K -$9.14K -338 -6%
HNB
223
Huntington National Bank
Ohio
$135K -$92K
OTC
224
Opera Trading Capital
France
$134K -$27K -1,000 -17%
WA
225
Winfield Associates
Ohio
$125K