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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$671M +$104M +4,119,029 +18%
Creative Planning
2
Creative Planning
Kansas
$181M -$501K -19,905 -0.3%
BJL
3
Brighton Jones LLC
Washington
$90.8M +$3.72M +147,732 +4%
Morgan Stanley
4
Morgan Stanley
New York
$65.4M -$15.1M -598,858 -19%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$65.4M -$11.1M -441,552 -15%
CBU
6
CIBC Bank USA
Illinois
$60.5M -$2.14M -84,969 -3%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$46.9M -$7.49M -297,454 -14%
ECM
8
Evergreen Capital Management
Washington
$38.8M -$359K -14,257 -0.9%
KeyBank National Association
9
KeyBank National Association
Ohio
$33.8M -$5.16M -204,946 -13%
HighTower Advisors
10
HighTower Advisors
Illinois
$31M +$1.7M +67,303 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30.2M +$244K +9,677 +0.8%
BO
12
BRR OpCo
Ohio
$25.6M -$211K -8,376 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23.6M +$18.3M +727,998 +341%
CB
14
Commerce Bank
Missouri
$23.1M -$2.41M -95,783 -9%
Invesco
15
Invesco
Georgia
$22.5M
Ameriprise
16
Ameriprise
Minnesota
$21.1M -$288K -11,452 -1%
RCYC
17
Richard C. Young & Co
Rhode Island
$17.9M +$334K +13,260 +2%
WCM
18
Windham Capital Management
Massachusetts
$16.1M -$3.97M -157,643 -20%
EGA
19
Eagle Global Advisors
Texas
$15.8M +$2.13M +84,500 +16%
V
20
Veritable
Delaware
$15.4M +$201K +7,982 +1%
CBB
21
Citizens Business Bank
California
$14.4M +$411K +16,325 +3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$12.9M -$1.03M -40,827 -7%
Mariner
23
Mariner
Kansas
$12.7M -$3.56M -141,443 -22%
VF
24
Virtu Financial
New York
$12.4M +$12.5M +494,600 New
KA
25
Klingman & Associates
New York
$12.4M -$588K -23,328 -5%

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.