AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

293 hedge funds and large institutions have $2.05B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
6.35%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
39
Increased
83
Reduced
122
Closed
41
Calls
$11.9M
Puts
$12.8M
Net Calls
-$849K
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
201
Fisher Asset Management
Washington
$295K +$295K +11,581 New
WA
202
Winfield Associates
Ohio
$286K -$5.11K -200 -2%
GWM
203
Graybill Wealth Management
Illinois
$272K +$9.04K +355 +3%
AA
204
Apriem Advisors
California
$265K
EFS
205
Essex Financial Services
Connecticut
$261K -$40.8K -1,600 -14%
FMW
206
Farr Miller & Washington
District of Columbia
$255K
CIAS
207
Capital Investment Advisory Services
North Carolina
$252K -$17.8K -699 -7%
DPIM
208
Duff & Phelps Investment Management
Illinois
$252K +$252K +9,870 New
CAI
209
Capital Advisors Inc
Oklahoma
$245K -$574K -22,481 -70%
GFPC
210
Global Financial Private Capital
Florida
$244K
MA
211
MONECO Advisors
Connecticut
$244K +$2.78K +109 +1%
AI
212
Atria Investments
North Carolina
$240K -$162K -6,326 -40%
FIM
213
Freedom Investment Management
Connecticut
$239K -$110K -4,311 -32%
BCM
214
Brookstone Capital Management
Illinois
$231K +$231K +9,071 New
NFC
215
Northeast Financial Consultants
Connecticut
$227K +$227K +8,910 New
LIC
216
Lodestar Investment Counsel
Illinois
$226K +$226K +8,865 New
NWP
217
Northstar Wealth Partners
Connecticut
$224K +$224K +8,800 New
AWA
218
Arete Wealth Advisors
Illinois
$220K +$220K +8,605 New
I
219
IberiaBank
Louisiana
$206K +$206K +8,067 New
SIC
220
Sigma Investment Counselors
Michigan
$206K +$206K +8,090 New
SB
221
Simmons Bank
Arkansas
$203K +$203K +7,946 New
WP
222
WealthSource Partners
California
$202K -$45.1K -1,765 -18%
GPA
223
Guidance Point Advisors
Massachusetts
$200K -$146K -5,730 -42%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$189K
NFG
225
Next Financial Group
Texas
$170K +$162K +6,338 +1,926%