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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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$647M
2
RC
RegentAtlantic Capital
New Jersey
$37.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.2M
5
CBU
CIBC Bank USA
Illinois
$47.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$241K
3
SFG
Sage Financial Group
Pennsylvania
$33.7M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
5
Wells Fargo
Wells Fargo
California
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
201
Evanson Asset Management
California
$394K -$103K -3,222 -21%
GA
202
Geneva Advisors
Illinois
$373K – – –
WIA
203
Westbourne Investment Advisors
Maryland
$370K – – –
CIC
204
Carnegie Investment Counsel
Ohio
$367K -$170K -5,400 -32%
SGAM
205
Steinberg Global Asset Management
Florida
$356K -$1.27K -40 -0.4%
ACM
206
Argentus Capital Management
Texas
$355K -$84.3K -2,649 -19%
IPC
207
Independent Portfolio Consultants
Florida
$350K -$1.12M -35,120 -76%
BlackRock
208
BlackRock
New York
$339K +$277K +8,693 +443%
FAAS
209
First Allied Advisory Services
California
$339K +$339K +10,761 New
AF
210
Affiance Financial
Minnesota
$323K -$126K -3,968 -28%
DAM
211
Deltec Asset Management
New York
$318K +$318K +10,000 New
GAM
212
Garrison Asset Management
Arkansas
$310K +$310K +9,730 New
PPA
213
Parametric Portfolio Associates
Washington
$305K -$123K -3,877 -29%
Creative Planning
214
Creative Planning
Kansas
$301K +$67.8K +2,130 +29%
GWM
215
Geneos Wealth Management
Colorado
$292K -$9K -286 -3%
PWW
216
Pettyjohn Wood & White
Virginia
$292K +$38K +1,195 +15%
SAM
217
SignalPoint Asset Management
Missouri
$288K -$6.77K -213 -2%
NFC
218
Northeast Financial Consultants
Connecticut
$286K -$229K -7,200 -44%
HFS
219
Haverford Financial Services
Pennsylvania
$286K – – –
HCM
220
Hollencrest Capital Management
California
$281K +$281K +8,853 New
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$274K +$274K +8,653 New
LAM
222
Lebenthal Asset Management
New York
$268K +$268K +8,426 New
LH
223
Lebenthal Holdings
New York
$268K +$268K +8,426 New
CS
224
Comerica Securities
Michigan
$264K +$264K +8,304 New
WA
225
Winfield Associates
Ohio
$261K +$115K +3,600 +78%
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