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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293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.32%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38.1M
Net Calls
+$495M
Net Calls Change
+$110M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$257M
2
CS
2
Credit Suisse
Switzerland
$14.6M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$16.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
BJL
5
Brighton Jones LLC
Washington
$85.3M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$0
2
RC
2
RegentAtlantic Capital
New Jersey
$35M
3
MWAC
3
Mariner Wealth Advisors (Cincinnati)
Ohio
$246K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Citigroup
5
Citigroup
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$257M 9,112,062 +3,800,000 +72%
Morgan Stanley
2
Morgan Stanley
New York
$114M 4,052,618 +421,343 +12%
CB
3
Commerce Bank
Missouri
$103M 3,633,747 +133,554 +4%
Goldman Sachs
4
Goldman Sachs
New York
$88.5M 3,134,614 +275,810 +10%
BJL
5
Brighton Jones LLC
Washington
$85.3M 3,020,995 +356,725 +13%
CBU
6
CIBC Bank USA
Illinois
$70.1M 2,485,527 +184,274 +8%
DCC
7
Dow Chemical Company
Michigan
$55.6M 1,969,090 – –
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$50.4M 1,785,985 +110,540 +7%
HTC
9
Haverford Trust Company
Pennsylvania
$48.4M 1,716,580 +70,868 +4%
SFG
10
Sage Financial Group
Pennsylvania
– – – –
KeyBank National Association
11
KeyBank National Association
Ohio
$39.1M 1,384,822 +86,238 +7%
ECM
12
Evergreen Capital Management
Washington
$38.6M 1,367,545 +100,623 +8%
RC
13
RegentAtlantic Capital
New Jersey
– – -1,185,531 Closed
EGA
14
Eagle Global Advisors
Texas
$31.4M 1,113,150 +48,160 +5%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$31.2M 1,104,798 -129,404 -10%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$28.9M 1,024,592 +20,108 +2%
KA
17
Klingman & Associates
New York
$27.4M 971,609 +24,273 +3%
Wells Fargo
18
Wells Fargo
California
$26.6M 943,181 -94,727 -9%
BO
19
BRR OpCo
Ohio
$25.9M 918,103 +7,578 +0.8%
Invesco
20
Invesco
Georgia
– – – –
Mariner
21
Mariner
Kansas
$24M 852,130 +132,225 +18%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$23M 815,490 -7,670 -0.9%
SAS
23
Stelac Advisory Services
New York
$22M 778,344 +94,526 +14%
RTS
24
Round Table Services
New Jersey
$21.5M 761,223 -119,733 -14%
KC
25
Kepos Capital
New York
$20.8M 736,914 -14,282 -2%
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