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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

210 hedge funds and large institutions have $1.1B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 97 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $763M → $1.1B (+$336M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $2.75M

13% less funds holding

Funds holding: 240210 (-30)

56% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 97

58% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 50

Holders
210
Holders Change
-30
Holders Change %
-12.5%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
21
Increased
43
Reduced
97
Closed
50
Calls
$2.85M
Puts
$2.75M
Net Calls
+$95K
Net Calls Change
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$752M +$93.4M +7,088,046 +14%
BJL
2
Brighton Jones LLC
Washington
$71M +$4.97M +377,530 +8%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$47.8M -$16M -1,211,917 -25%
Mariner
4
Mariner
Kansas
$17.1M +$491K +37,279 +3%
ECM
5
Evergreen Capital Management
Washington
$13.6M -$12.3M -937,488 -48%
Creative Planning
6
Creative Planning
Kansas
$12.1M -$5.3M -402,686 -31%
AP
7
Arlington Partners
Alabama
$11.4M -$3.52M -267,223 -24%
Morgan Stanley
8
Morgan Stanley
New York
$9.68M -$3.66M -277,539 -27%
KeyBank National Association
9
KeyBank National Association
Ohio
$9.62M -$1.86M -141,547 -16%
Goldman Sachs
10
Goldman Sachs
New York
$8.97M +$1.76M +133,505 +24%
Wolverine Trading
11
Wolverine Trading
Illinois
$8.27M -$4.2M -318,927 -33%
MLFP
12
MPS Loria Financial Planners
Illinois
$8.21M +$7.93M +602,368 +3,133%
NAS
13
Nicolet Advisory Services
Wisconsin
$5.87M -$1.61M -122,255 -22%
V
14
Veritable
Delaware
$5.25M -$604K -45,857 -10%
RT
15
Rockland Trust
Massachusetts
$4.43M +$49.1K +3,728 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.22M -$1.02M -77,562 -20%
MCM
17
MAI Capital Management
Ohio
$3.65M +$2.45M +186,259 +206%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$3.54M -$2.07M -157,015 -37%
RCYC
19
Richard C. Young & Co
Rhode Island
$3.35M -$116K -8,783 -3%
NB
20
Nicolet Bankshares
Wisconsin
$3.34M +$562K +42,700 +20%
SAS
21
Stelac Advisory Services
New York
$3.25M -$589K -44,732 -15%
ST
22
Sageworth Trust
Pennsylvania
$3.18M
SIC
23
Salem Investment Counselors
North Carolina
$2.98M -$250K -18,975 -8%
IC
24
IEQ Capital
California
$2.81M -$303K -22,991 -10%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.79M -$169K -12,866 -5%

AMJ Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2020, worth a combined $1.1B — up 44% from $763M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of AMJ and 21 opened new positions — a net loss of 29 holders — while 97 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16M.

  • 210 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2020, down from 240 in Q1 2020.
  • Funds reported $1.1B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2020, up 44% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2020 and 50 closed out, a net change of -29 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2020 was JP Morgan Chase, an estimated $93.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2020 was CIBC Private Wealth Group, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2020.