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AMJ

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

Delisted

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

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176 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.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less funds holding

Funds holding: 185 → 176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
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
JP Morgan Chase
JP Morgan Chase
New York
+$52M
2
BJL
Brighton Jones LLC
Washington
+$8.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.42M
4
OPCM
Osborne Partners Capital Management
California
+$6.27M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$2.95M

Top Sellers

1
TCA
Tortoise Capital Advisors
Kansas
-$21.7M
2
Goldman Sachs
Goldman Sachs
New York
-$20.1M
3
EGA
Eagle Global Advisors
Texas
-$6.54M
4
Creative Planning
Creative Planning
Kansas
-$5.59M
5
MLFP
MPS Loria Financial Planners
Illinois
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$923M +$52M +3,275,715 +6%
BJL
2
Brighton Jones LLC
Washington
$110M +$8.47M +533,723 +9%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$83.3M +$2.95M +185,703 +4%
ST
4
Sageworth Trust
Pennsylvania
$32.6M +$1.24M +78,366 +4%
AP
5
Arlington Partners
Alabama
$16.7M +$1.17M +73,529 +8%
ECM
6
Evergreen Capital Management
Washington
$14.5M -$3.66M -230,253 -21%
Mariner
7
Mariner
Kansas
$12.3M -$204K -12,875 -2%
Morgan Stanley
8
Morgan Stanley
New York
$9.39M -$1.67M -105,298 -16%
KeyBank National Association
9
KeyBank National Association
Ohio
$8.68M -$258K -16,273 -3%
NAS
10
Nicolet Advisory Services
Wisconsin
$8.3M -$502K -31,607 -6%
Goldman Sachs
11
Goldman Sachs
New York
$8.01M -$20.1M -1,267,392 -72%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.19M +$6.42M +404,283 +1,380%
Creative Planning
13
Creative Planning
Kansas
$7.13M -$5.59M -351,968 -45%
OPCM
14
Osborne Partners Capital Management
California
$6.56M +$6.27M +395,240 New
MCM
15
MAI Capital Management
Ohio
$6.4M +$349K +21,989 +6%
RT
16
Rockland Trust
Massachusetts
$5.8M +$1M +63,007 +22%
NCM
17
Noesis Capital Mangement
Florida
$5.6M +$14.3K +900 +0.3%
PFBT
18
Parkside Financial Bank & Trust
Missouri
$5.45M +$455K +28,672 +10%
NB
19
Nicolet Bankshares
Wisconsin
$4.51M +$84.1K +5,295 +2%
FFG
20
Fortem Financial Group
California
$4.26M -$1.45M -91,070 -26%
RCYC
21
Richard C. Young & Co
Rhode Island
$4.19M -$45.9K -2,894 -1%
V
22
Veritable
Delaware
$4.07M -$1.6M -100,617 -29%
ASI
23
Advisory Services & Investments
Oregon
$3.6M +$3.45M +217,236 New
RBC
24
Rye Brook Capital
Connecticut
$3.6M +$405K +25,500 +13%
CWM
25
Connecticut Wealth Management
Connecticut
$3.53M +$493K +31,026 New
1
2 3 4 5

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.