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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$244M 10,937,026 -13,127,357 -55%
Creative Planning
2
Creative Planning
Kansas
$157M 7,014,033 +6,955,019 +11,785%
PPA
3
Parametric Portfolio Associates
Washington
$80.8M 3,621,769 +3,563,380 +6,103%
Morgan Stanley
4
Morgan Stanley
New York
$79.1M 3,545,712 +367,408 +12%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$76.1M 3,411,011 +1,169,089 +52%
BJL
6
Brighton Jones LLC
Washington
$76M 3,406,258 +56,869 +2%
Goldman Sachs
7
Goldman Sachs
New York
$58.9M 2,636,956 +775,925 +42%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$52.9M 2,370,652 -416,900 -15%
CBU
9
CIBC Bank USA
Illinois
$49M 2,196,184 -342,745 -13%
ECM
10
Evergreen Capital Management
Washington
$44.5M 1,992,621 +654,675 +49%
KeyBank National Association
11
KeyBank National Association
Ohio
$35.6M 1,595,805 -28,167 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$34.3M 1,534,660 +1,080,590 +238%
RC
13
RegentAtlantic Capital
New Jersey
$34.1M 1,528,538 +10,940 +0.7%
CB
14
Commerce Bank
Missouri
$32.1M 1,436,046 -758,570 -35%
EGA
15
Eagle Global Advisors
Texas
$31.2M 1,396,625 +793,140 +131%
Invesco
16
Invesco
Georgia
– – – –
MHI
17
Miller Howard Investments
New York
$22.9M 1,025,088 +936,321 +1,055%
BO
18
BRR OpCo
Ohio
$22M 983,911 +410 +0%
Mariner
19
Mariner
Kansas
$21.4M 959,161 +251,668 +36%
AR
20
Advisory Research
Illinois
$20.1M 898,955 +898,955 New
DF
21
Donoghue Forlines
Massachusetts
$17.5M 786,215 +786,215 New
Ameriprise
22
Ameriprise
Minnesota
$16.8M 750,315 -139,568 -16%
DCC
23
Dow Chemical Company
Michigan
$15.1M 678,000 – –
HighTower Advisors
24
HighTower Advisors
Illinois
$14.5M 651,750 -228,661 -26%
WCM
25
Windham Capital Management
Massachusetts
$14.4M 646,324 +50,938 +9%
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