AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
201
Southport Capital Management
Tennessee
$303K -$5.15K -215 -2%
WT
202
Washington Trust
Rhode Island
$296K -$3.66K -152 -1%
WP
203
WealthSource Partners
California
$295K +$51.3K +2,138 +21%
GRP
204
Global Retirement Partners
California
$285K +$359 +15 +0.1%
HSA
205
HBK Sorce Advisory
Pennsylvania
$279K -$2.16K -90 -0.8%
BWM
206
Baystate Wealth Management
Massachusetts
$270K -$660K -25,177 -71%
SEI Investments
207
SEI Investments
Pennsylvania
$269K -$101K -4,223 -27%
AWA
208
Arete Wealth Advisors
Illinois
$262K -$150K -6,275 -36%
KFA
209
Kays Financial Advisory
Georgia
$260K -$38.4K -1,601 -13%
WSTAM
210
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$309K -12,880 -56%
PMFA
211
Plante Moran Financial Advisors
Michigan
$247K +$83.8K +3,495 +51%
FMW
212
Farr Miller & Washington
District of Columbia
$240K
PP
213
PDS Planning
Ohio
$240K +$240K +10,005 New
ACM
214
AlphaStar Capital Management
North Carolina
$220K -$5.64M -234,583 -96%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$215K -$2.24K -93 -1%
CL
216
Choreo LLC
Illinois
$207K -$108K -4,489 -34%
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K -$55K -2,293 -21%
AF
218
Advisornet Financial
Minnesota
$202K -$81.3K -3,391 -29%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$178K +$178K +7,403 New
JA
220
JOYN Advisors
Georgia
$176K +$176K +7,339 New
PCFFS
221
Pacific Center for Financial Services
California
$167K +$863 +36 +0.5%
Walleye Trading
222
Walleye Trading
New York
$158K +$158K +6,568 New
SWP
223
Strategic Wealth Partners
Ohio
$154K -$80.9K -3,378 -34%
CPA
224
Clear Perspective Advisors
Illinois
$152K +$96 +4 +0.1%
US Bancorp
225
US Bancorp
Minnesota
$145K -$139K -5,772 -49%