AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $2B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
6.67%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
31
Increased
94
Reduced
113
Closed
30
Calls
$329M
Puts
$16.9M
Net Calls
+$312M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
201
Essex Financial Services
Connecticut
$344K -$58.7K -2,211 -15%
LP
202
LGL Partners
Pennsylvania
$330K -$712K -26,791 -68%
WB
203
Webster Bank
Connecticut
$330K -$22.6K -850 -6%
WPP
204
Whalerock Point Partners
Rhode Island
$328K -$46.7K -1,755 -12%
SCM
205
Southport Capital Management
Tennessee
$328K -$7.7K -290 -2%
SEI Investments
206
SEI Investments
Pennsylvania
$317K +$19.2K +720 +6%
SIAS
207
Shine Investment Advisory Services
Colorado
$316K +$296K +11,152 +1,491%
GRP
208
Global Retirement Partners
California
$314K -$1.73K -65 -0.5%
WP
209
WealthSource Partners
California
$305K -$22.2K -834 -7%
BWM
210
Baystate Wealth Management
Massachusetts
$295K +$25K +955 +9%
PMFA
211
Plante Moran Financial Advisors
Michigan
$288K +$14.3K +540 +5%
AWA
212
Arete Wealth Advisors
Illinois
$285K -$5.5K -207 -2%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$10.1K +380 +4%
KFA
214
Kays Financial Advisory
Georgia
$278K -$10.6K -400 -4%
HSA
215
HBK Sorce Advisory
Pennsylvania
$271K -$38.4K -1,445 -12%
PP
216
PDS Planning
Ohio
$266K
FMW
217
Farr Miller & Washington
District of Columbia
$266K
PAG
218
Private Advisor Group
New Jersey
$230K -$1.76M -67,809 -88%
EAM
219
Evanson Asset Management
California
$221K +$221K +8,311 New
AF
220
Advisornet Financial
Minnesota
$219K -$4.51K -170 -2%
FANJ
221
Financial Architects (New Jersey)
New Jersey
$216K -$20.7K -784 -9%
VCA
222
Verdence Capital Advisors
Maryland
$213K +$213K +8,000 New
GFPC
223
Global Financial Private Capital
Florida
$212K +$212K +7,970 New
CL
224
Choreo LLC
Illinois
$202K -$27.2K -1,024 -12%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$197K