AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

184 hedge funds and large institutions have $1.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 84 reducing their positions, and 31 closing their positions.

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
40
Reduced
84
Closed
31
Calls
$6.77M
Puts
$2.64M
Net Calls
+$4.12M
Net Calls Change
-$4.73M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$728M 52,381,348 -5,365,022 -9%
BJL
2
Brighton Jones LLC
Washington
$84.8M 6,106,161 +276,347 +5%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$67.1M 4,833,652 +308,877 +7%
ST
4
Sageworth Trust
Pennsylvania
$26.2M 1,887,968 +156,866 +9%
Goldman Sachs
5
Goldman Sachs
New York
$24.3M 1,750,442 +1,370,063 +360%
TCA
6
Tortoise Capital Advisors
Kansas
$21.7M 1,561,113 +1,561,113 New
ECM
7
Evergreen Capital Management
Washington
$15.4M 1,106,615 -171,240 -13%
AP
8
Arlington Partners
Alabama
$13M 934,713 +22,871 +3%
Creative Planning
9
Creative Planning
Kansas
$10.9M 781,542 -5,290 -0.7%
Mariner
10
Mariner
Kansas
$10.5M 755,246 -266,920 -26%
Morgan Stanley
11
Morgan Stanley
New York
$9.33M 671,452 -45,002 -6%
KeyBank National Association
12
KeyBank National Association
Ohio
$7.5M 539,644 -92,541 -15%
NAS
13
Nicolet Advisory Services
Wisconsin
$7.39M 532,121 +21,672 +4%
EGA
14
Eagle Global Advisors
Texas
$6.54M 470,509 +448,114 +2,001%
MLFP
15
MPS Loria Financial Planners
Illinois
$5.27M 382,450 -4,514 -1%
MCM
16
MAI Capital Management
Ohio
$5.05M 363,847 +15,371 +4%
FFG
17
Fortem Financial Group
California
$4.83M 347,613 -1,139 -0.3%
V
18
Veritable
Delaware
$4.81M 346,054 -63,492 -16%
NCM
19
Noesis Capital Mangement
Florida
$4.68M 336,808 -4,739 -1%
PFBT
20
Parkside Financial Bank & Trust
Missouri
$4.16M 299,606 +132,289 +79%
RT
21
Rockland Trust
Massachusetts
$3.98M 286,635 -2,881 -1%
NB
22
Nicolet Bankshares
Wisconsin
$3.7M 266,656 +8,760 +3%
RCYC
23
Richard C. Young & Co
Rhode Island
$3.55M 255,554 -2,460 -1%
MHI
24
Miller Howard Investments
New York
$2.83M 203,916 +156,137 +327%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$2.81M 202,618 -47,855 -19%