AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

296 hedge funds and large institutions have $2.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
6.78%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
38
Increased
81
Reduced
128
Closed
31
Calls
$338M
Puts
$15.5M
Net Calls
+$322M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
201
Financial Advisory Group
Texas
$346K -$541K -19,688 -61%
WB
202
Webster Bank
Connecticut
$340K -$467 -17 -0.1%
WPP
203
Whalerock Point Partners
Rhode Island
$339K
WA
204
Winfield Associates
Ohio
$332K -$45.3K -1,650 -12%
PCM
205
Pointe Capital Management
Michigan
$327K +$327K +11,892 New
BWM
206
Baystate Wealth Management
Massachusetts
$322K +$10.6K +384 +3%
GRP
207
Global Retirement Partners
California
$321K -$3.32K -121 -1%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$319K -$79.2K -2,883 -20%
SCM
209
Southport Capital Management
Tennessee
$318K -$21.8K -792 -6%
WP
210
WealthSource Partners
California
$307K -$7.99K -291 -3%
SIAS
211
Shine Investment Advisory Services
Colorado
$306K -$20.5K -748 -6%
PP
212
PDS Planning
Ohio
$275K
FMW
213
Farr Miller & Washington
District of Columbia
$275K
RTS
214
Round Table Services
New Jersey
$273K -$323K -11,750 -54%
FC
215
Fiduciary Counselling
Minnesota
$262K -$2.1M -76,474 -89%
MBT
216
Montecito Bank & Trust
California
$262K +$262K +9,540 New
BA
217
Bristlecone Advisors
Washington
$254K +$254K +9,235 New
Northern Trust
218
Northern Trust
Illinois
$248K -$121K -4,438 -33%
HSA
219
HBK Sorce Advisory
Pennsylvania
$246K -$33.7K -1,230 -12%
AWA
220
Arete Wealth Advisors
Illinois
$242K -$52.2K -1,901 -18%
CIAS
221
Capital Investment Advisory Services
North Carolina
$240K +$240K +8,756 New
Renaissance Technologies
222
Renaissance Technologies
New York
$236K +$236K +8,600 New
Barclays
223
Barclays
United Kingdom
$226K +$207K +7,519 +1,074%
Deutsche Bank
224
Deutsche Bank
Germany
$220K
AF
225
Advisornet Financial
Minnesota
$219K -$7.49K -273 -3%