AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

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

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175 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$923M
2
BJL
2
Brighton Jones LLC
Washington
$110M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.19M
4
OPCM
4
Osborne Partners Capital Management
California
$6.56M
5
ASI
5
Advisory Services & Investments
Oregon
$3.6M

Top Sellers

1
TCA
1
Tortoise Capital Advisors
Kansas
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$8.01M
3
EGA
3
Eagle Global Advisors
Texas
$974K
4
Creative Planning
4
Creative Planning
Kansas
$7.13M
5
MLFP
5
MPS Loria Financial Planners
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$923M 55,657,063 +3,275,715 +6%
BJL
2
Brighton Jones LLC
Washington
$110M 6,639,884 +533,723 +9%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$83.3M 5,019,355 +185,703 +4%
ST
4
Sageworth Trust
Pennsylvania
$32.6M 1,966,334 +78,366 +4%
AP
5
Arlington Partners
Alabama
$16.7M 1,008,242 +73,529 +8%
ECM
6
Evergreen Capital Management
Washington
$14.5M 876,362 -230,253 -21%
Mariner
7
Mariner
Kansas
$12.3M 742,371 -12,875 -2%
Morgan Stanley
8
Morgan Stanley
New York
$9.39M 566,154 -105,298 -16%
KeyBank National Association
9
KeyBank National Association
Ohio
$8.68M 523,371 -16,273 -3%
NAS
10
Nicolet Advisory Services
Wisconsin
$8.3M 500,514 -31,607 -6%
Goldman Sachs
11
Goldman Sachs
New York
$8.01M 483,050 -1,267,392 -72%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.19M 433,587 +404,283 +1,380%
Creative Planning
13
Creative Planning
Kansas
$7.13M 429,574 -351,968 -45%
OPCM
14
Osborne Partners Capital Management
California
$6.56M 395,240 +395,240 New
MCM
15
MAI Capital Management
Ohio
$6.4M 385,836 +21,989 +6%
RT
16
Rockland Trust
Massachusetts
$5.8M 349,642 +63,007 +22%
NCM
17
Noesis Capital Mangement
Florida
$5.6M 337,708 +900 +0.3%
PFBT
18
Parkside Financial Bank & Trust
Missouri
$5.45M 328,278 +28,672 +10%
NB
19
Nicolet Bankshares
Wisconsin
$4.51M 271,951 +5,295 +2%
FFG
20
Fortem Financial Group
California
$4.26M 256,543 -91,070 -26%
RCYC
21
Richard C. Young & Co
Rhode Island
$4.19M 252,660 -2,894 -1%
V
22
Veritable
Delaware
$4.07M 245,437 -100,617 -29%
ASI
23
Advisory Services & Investments
Oregon
$3.6M 217,236 +217,236 New
RBC
24
Rye Brook Capital
Connecticut
$3.6M 216,800 +25,500 +13%
CWM
25
Connecticut Wealth Management
Connecticut
$3.53M 31,026 +31,026 New
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