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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315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.15%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.55%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$159M
2
RC
2
RegentAtlantic Capital
New Jersey
$37.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.2M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.4M
5
AR
5
Advisory Research
Illinois
$22.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$56.7M
2
SFG
2
Sage Financial Group
Pennsylvania
$2.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$56.2M
4
Invesco
4
Invesco
Georgia
$32.1M
5
CBU
5
CIBC Bank USA
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
201
Bahl & Gaynor
Ohio
$412K – – –
NWP
202
Northstar Wealth Partners
Connecticut
$404K -$261K -9,035 -39%
WPP
203
Whalerock Point Partners
Rhode Island
$404K -$214K -7,791 -35%
FIM
204
Freedom Investment Management
Connecticut
$403K +$59.1K +2,149 +17%
VF
205
Virtu Financial
New York
$400K -$2.58M -93,966 -87%
M&T Bank
206
M&T Bank
New York
$400K +$25.1K +915 +7%
FAAS
207
First Allied Advisory Services
California
$398K +$40.9K +1,503 +11%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$396K +$396K +14,413 New
WB
209
Webster Bank
Connecticut
$390K -$45.1K -1,642 -10%
AL
210
Aspiriant LLC
California
$389K -$1.53M -55,554 -80%
CAAS
211
Capital Asset Advisory Services
Michigan
$376K -$60.2K -2,195 -14%
CFG
212
Citizens Financial Group
Rhode Island
$365K -$56.3K -2,050 -13%
CL
213
Choreo LLC
Illinois
$361K -$48.4K -1,759 -12%
WKWM
214
Walter & Keenan Wealth Management
Indiana
$354K -$22K -800 -6%
PWW
215
Pettyjohn Wood & White
Virginia
$354K +$28.8K +1,050 +9%
SCM
216
Southport Capital Management
Tennessee
$353K -$136K -4,941 -28%
CAM
217
Covenant Asset Management
New Jersey
$352K – – –
WT
218
Washington Trust
Rhode Island
$342K -$177K -6,450 -34%
SAM
219
Seelaus Asset Management
New Jersey
$341K +$341K +12,410 New
KFA
220
Kays Financial Advisory
Georgia
$341K +$341K +12,446 New
GRP
221
Global Retirement Partners
California
$326K +$27.1K +987 +9%
US Bancorp
222
US Bancorp
Minnesota
$325K +$136K +4,925 +72%
AF
223
Advisornet Financial
Minnesota
$324K +$324K +11,813 New
HSA
224
HBK Sorce Advisory
Pennsylvania
$322K -$105K -3,842 -25%
Bank of New York Mellon
225
Bank of New York Mellon
New York
$319K +$109K +3,972 +52%
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