We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

185 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.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $6.76M | Put options by funds: $2.64M

23% more capital invested

Capital invested by funds: $938M → $1.16B (+$218M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 193185 (-8)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

52% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 84

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
3.27%
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
$6.76M
Puts
$2.64M
Net Calls
+$4.12M
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$728M -$69.8M -5,365,022 -9%
BJL
2
Brighton Jones LLC
Washington
$84.8M +$3.59M +276,347 +5%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$67.1M +$4.02M +308,877 +7%
ST
4
Sageworth Trust
Pennsylvania
$26.2M +$2.04M +156,866 +9%
Goldman Sachs
5
Goldman Sachs
New York
$24.3M +$17.8M +1,370,063 +360%
TCA
6
Tortoise Capital Advisors
Kansas
$21.7M +$20.3M +1,561,113 New
ECM
7
Evergreen Capital Management
Washington
$15.4M -$2.23M -171,240 -13%
AP
8
Arlington Partners
Alabama
$13M +$298K +22,871 +3%
Creative Planning
9
Creative Planning
Kansas
$10.9M -$68.8K -5,290 -0.7%
Mariner
10
Mariner
Kansas
$10.5M -$3.47M -266,920 -26%
Morgan Stanley
11
Morgan Stanley
New York
$9.33M -$585K -45,002 -6%
KeyBank National Association
12
KeyBank National Association
Ohio
$7.5M -$1.2M -92,541 -15%
NAS
13
Nicolet Advisory Services
Wisconsin
$7.39M +$282K +21,672 +4%
EGA
14
Eagle Global Advisors
Texas
$6.54M +$5.83M +448,114 +2,001%
MLFP
15
MPS Loria Financial Planners
Illinois
$5.27M -$58.7K -4,514 -1%
MCM
16
MAI Capital Management
Ohio
$5.05M +$200K +15,371 +4%
FFG
17
Fortem Financial Group
California
$4.83M -$14.8K -1,139 -0.3%
V
18
Veritable
Delaware
$4.81M -$826K -63,492 -16%
NCM
19
Noesis Capital Mangement
Florida
$4.68M -$61.6K -4,739 -1%
PFBT
20
Parkside Financial Bank & Trust
Missouri
$4.16M +$1.72M +132,289 +79%
RT
21
Rockland Trust
Massachusetts
$3.98M -$37.5K -2,881 -1%
NB
22
Nicolet Bankshares
Wisconsin
$3.7M +$114K +8,760 +3%
RCYC
23
Richard C. Young & Co
Rhode Island
$3.55M -$32K -2,460 -1%
MHI
24
Miller Howard Investments
New York
$2.83M +$2.03M +156,137 +327%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$2.81M -$623K -47,855 -19%

AMJ Hedge Fund Activity: Q4 2020 in Review

185 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2020, worth a combined $1.16B — up 23% from $938M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMJ and 25 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 40 added.

The largest buyer was Tortoise Capital Advisors, opening a new position worth an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $69.8M.

  • 185 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2020, down from 193 in Q3 2020.
  • Funds reported $1.16B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2020, up 23% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2020 and 31 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2020 was Tortoise Capital Advisors, an estimated $20.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2020 was JP Morgan Chase, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2020.