AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

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

Back to rankings

292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$647M
2
RC
2
RegentAtlantic Capital
New Jersey
$37.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$23.2M
5
CBU
5
CIBC Bank USA
Illinois
$47.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$241K
3
WKKFT
3
W.K. Kellogg Foundation Trust
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$61.4M
5
Citigroup
5
Citigroup
New York
$7.06M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$647M 20,324,420 +1,950,000 +11%
Morgan Stanley
2
Morgan Stanley
New York
$102M 3,205,646 -1,037,227 -24%
FEG
3
Fund Evaluation Group
Ohio
$81.6M 2,565,106 +463,192 +22%
DCC
4
Dow Chemical Company
Michigan
$62.7M 1,969,090 – –
Wells Fargo
5
Wells Fargo
California
$61.4M 1,929,254 -637,641 -25%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$54.7M 1,719,592 +102,075 +6%
HTC
7
Haverford Trust Company
Pennsylvania
$47.5M 1,493,245 +15,520 +1%
CBU
8
CIBC Bank USA
Illinois
$47.3M 1,485,781 +593,713 +67%
RC
9
RegentAtlantic Capital
New Jersey
$37.3M 1,171,826 +1,048,038 +847%
SFG
10
Sage Financial Group
Pennsylvania
– – – –
CB
11
Commerce Bank
Missouri
$32.5M 1,020,652 +27,568 +3%
BC
12
Brinker Capital
Pennsylvania
$31.3M 982,460 -18,891 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$28.7M 902,713 +719,025 +391%
KA
14
Klingman & Associates
New York
$28.1M 884,212 -1,546 -0.2%
BO
15
BRR OpCo
Ohio
$28.1M 883,226 +8,873 +1%
EGA
16
Eagle Global Advisors
Texas
$26.1M 821,295 -87,500 -10%
Goldman Sachs
17
Goldman Sachs
New York
$25.8M 809,960 +15,558 +2%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$24.2M 761,354 -130,310 -15%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$23.2M 728,750 +628,750 +629%
Bank of America
20
Bank of America
North Carolina
$21.3M 669,793 -99,782 -13%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$21.2M 665,915 +63,282 +11%
ECM
22
Evergreen Capital Management
Washington
$20.8M 653,472 -133,420 -17%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$20.1M 630,987 +53,937 +9%
FWM
24
FFT Wealth Management
Pennsylvania
$19.7M 631,097 +2,148 +0.3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18.9M 594,987 -4,974 -0.8%
1
2 3 4 5