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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277 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
5.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
52
Increased
81
Reduced
107
Closed
39
Calls
$21.7M
Puts
$24.5M
Net Calls
-$2.88M
Net Calls Change
-$43K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$94.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.3M
5
EGA
5
Eagle Global Advisors
Texas
$33.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$17.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
ECM
3
Evergreen Capital Management
Washington
$2.96M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$8.08M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
201
Financial Advisory Group
Texas
$227K -$1.03M -7,412 -82%
LCM
202
Leisure Capital Management
California
$227K -$33.8K -1,550 -13%
WB
203
Webster Bank
Connecticut
$225K -$28.5K -1,306 -11%
ACM
204
Ategra Capital Management
Virginia
$224K -$13.5K -618 -6%
MBT
205
Montecito Bank & Trust
California
$220K +$26.1K +1,200 +13%
T. Rowe Price Associates
206
T. Rowe Price Associates
Maryland
$218K -$296K -13,600 -58%
FMW
207
Farr Miller & Washington
District of Columbia
$218K – – –
PAS
208
Park Avenue Securities
New York
$214K +$14K +642 +7%
HTC
209
Haverford Trust Company
Pennsylvania
$209K -$167K -7,650 -44%
EFS
210
Essex Financial Services
Connecticut
$209K -$4.61K -211 -2%
AGA
211
Arkos Global Advisors
Texas
$205K -$92.3K -4,229 -31%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$201K -$131K -6,032 -40%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$193K – – –
PIA
214
Powell Investment Advisors
Florida
$170K +$170K +7,810 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$165K – – –
APA
216
American Portfolios Advisors
New York
$157K +$44.9K +2,059 +40%
M
217
MOTCO
Texas
$144K -$65.6K -3,000 -31%
AA
218
Advisory Alpha
Michigan
$142K +$7.71K +344 +6%
SF
219
Synovus Financial
Georgia
$140K +$98.8K +4,500 +240%
CHA
220
Carmichael Hill & Associates
Maryland
$132K +$132K +6,051 New
CFG
221
Citizens Financial Group
Rhode Island
$128K -$57.9K -2,660 -31%
FANJ
222
Financial Architects (New Jersey)
New Jersey
$125K -$118K -5,426 -49%
RCA
223
Ranch Capital Advisors
Florida
$102K -$88.8K -4,076 -47%
AF
224
Advisornet Financial
Minnesota
$94K -$30.1K -1,386 -24%
HIM
225
Hillsdale Investment Management
Ontario, Canada
$93K +$19.1K +880 +26%
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