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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298 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.65%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
62
Increased
83
Reduced
116
Closed
56
Calls
$319M
Puts
$21.5M
Net Calls
+$297M
Net Calls Change
-$24.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$157M
2
PPA
2
Parametric Portfolio Associates
Washington
$80.8M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$76.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M
5
MHI
5
Miller Howard Investments
New York
$22.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$244M
2
Invesco
2
Invesco
Georgia
$23.9M
3
CB
3
Commerce Bank
Missouri
$32.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$310K -$10.4K -465 -3%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$305K -$22.7K -1,016 -7%
FIM
203
Freedom Investment Management
Connecticut
$305K -$8.2K -368 -3%
PWW
204
Pettyjohn Wood & White
Virginia
$304K -$24.4K -1,090 -7%
TI
205
Truepoint Inc
Ohio
$299K +$2.45K +110 +0.8%
SFA
206
Sequoia Financial Advisors
Ohio
$291K -$3.89M -174,247 -93%
CL
207
CPWM LLC
Washington
$282K -$67.1K -3,010 -19%
FAG
208
Financial Advisory Group
Texas
$266K -$14.8K -665 -5%
EFS
209
Essex Financial Services
Connecticut
$264K -$20.5K -920 -7%
WB
210
Webster Bank
Connecticut
$262K -$14.9K -665 -5%
WA
211
Winfield Associates
Ohio
$254K -$15.6K -700 -6%
CIAS
212
Capital Investment Advisory Services
North Carolina
$236K +$40.7K +1,825 +21%
AA
213
Apriem Advisors
California
$232K -$145K -6,500 -38%
GWM
214
Graybill Wealth Management
Illinois
$230K +$230K +10,325 New
PP
215
PDS Planning
Ohio
$223K – – –
FMW
216
Farr Miller & Washington
District of Columbia
$223K – – –
WP
217
WealthSource Partners
California
$216K -$33.4K -1,498 -13%
GFPC
218
Global Financial Private Capital
Florida
$213K +$213K +9,547 New
MA
219
MONECO Advisors
Connecticut
$211K +$211K +9,457 New
SB
220
Suntrust Banks
Georgia
$210K -$1.72M -77,017 -89%
GPA
221
Guidance Point Advisors
Massachusetts
$185K +$185K +13,587 New
AF
222
Advisornet Financial
Minnesota
$180K +$1.52K +68 +0.9%
RFWA
223
RPg Family Wealth Advisory
Massachusetts
$171K +$77.5K +3,474 +83%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$165K – – –
AIC
225
Ameritas Investment Company
Nebraska
$163K +$163K +7,297 New
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9
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