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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$822M +$200M +8,264,246 +31%
BJL
2
Brighton Jones LLC
Washington
$86.4M +$2.39M +98,988 +3%
Creative Planning
3
Creative Planning
Kansas
$78.6M -$92.7M -3,838,359 -53%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$62.2M +$1.73M +71,501 +3%
CBU
5
CIBC Bank USA
Illinois
$54.3M -$1.84M -76,213 -3%
Morgan Stanley
6
Morgan Stanley
New York
$50.4M -$10.6M -438,785 -17%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$38.5M -$5.11M -211,704 -11%
ECM
8
Evergreen Capital Management
Washington
$35.3M -$687K -28,460 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$33.1M +$4.48M +185,548 +15%
Wolverine Trading
10
Wolverine Trading
Illinois
$31.4M +$25.4M +1,053,597 +350%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$31.3M +$9.74M +403,390 +43%
ST
12
Sageworth Trust
Pennsylvania
$26.1M +$15.5M +642,836 +135%
KeyBank National Association
13
KeyBank National Association
Ohio
$25.8M -$5.71M -236,531 -18%
BO
14
BRR OpCo
Ohio
$23.9M +$155K +6,423 +0.6%
CB
15
Commerce Bank
Missouri
$20M -$1.39M -57,421 -6%
AllianceBernstein
16
AllianceBernstein
Tennessee
$19.6M +$12.7M +527,748 +167%
Ameriprise
17
Ameriprise
Minnesota
$17.9M -$1.72M -71,118 -8%
RCYC
18
Richard C. Young & Co
Rhode Island
$15.7M -$905K -37,478 -5%
EGA
19
Eagle Global Advisors
Texas
$14.7M +$42.6K +1,765 +0.3%
V
20
Veritable
Delaware
$13.6M -$672K -27,816 -5%
AP
21
Arlington Partners
Alabama
$13.6M +$5.01M +207,294 +55%
CBB
22
Citizens Business Bank
California
$13.4M +$3.48K +144 +0%
Mariner
23
Mariner
Kansas
$13.2M +$1.5M +62,163 +12%
UIC
24
Uniplan Investment Counsel
Wisconsin
$11.4M -$1.25M -51,723 -10%
KA
25
Klingman & Associates
New York
$11M -$481K -19,905 -4%

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.