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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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181 hedge funds and large institutions have $1.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 181 → 181 (0)

3% less capital invested

Capital invested by funds: $1.62B → $1.58B (-$46M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $5.54M | Put options by funds: $9.98M

Holders
181
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
43
Reduced
59
Closed
16
Calls
$5.54M
Puts
$9.98M
Net Calls
-$4.44M
Net Calls Change
-$10.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$98.9M
2
BJL
Brighton Jones LLC
Washington
+$8.44M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$3.87M
4
NAS
Nicolet Advisory Services
Wisconsin
+$1.81M
5
VF
Virtu Financial
New York
+$1.51M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.8M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.81M
4
RCYC
Richard C. Young & Co
Rhode Island
-$4.91M
5
CWM
Curi Wealth Management
North Carolina
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.12B +$98.9M +5,450,000 +10%
BJL
2
Brighton Jones LLC
Washington
$132M +$8.44M +465,042 +7%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$78.4M -$12.2M -674,551 -14%
ST
4
Sageworth Trust
Pennsylvania
$22.9M +$1.34M +74,031 +6%
ECM
5
Evergreen Capital Management
Washington
$16.4M +$654K +36,058 +4%
Mariner
6
Mariner
Kansas
$14.7M +$954K +52,568 +7%
AP
7
Arlington Partners
Alabama
$11M -$233K -12,853 -2%
NAS
8
Nicolet Advisory Services
Wisconsin
$10.2M +$1.81M +99,454 +22%
Morgan Stanley
9
Morgan Stanley
New York
$10.2M -$593K -32,665 -6%
KeyBank National Association
10
KeyBank National Association
Ohio
$9.31M -$29.8K -1,644 -0.3%
Goldman Sachs
11
Goldman Sachs
New York
$8.35M -$559K -30,797 -6%
OPCM
12
Osborne Partners Capital Management
California
$8.33M +$744K +40,987 +10%
Creative Planning
13
Creative Planning
Kansas
$7.36M -$114K -6,259 -2%
NCM
14
Noesis Capital Mangement
Florida
$6.26M +$96.4K +5,310 +2%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$5.83M +$67.1K +3,697 +1%
MCM
16
MAI Capital Management
Ohio
$5.64M -$1.41M -77,547 -20%
NB
17
Nicolet Bankshares
Wisconsin
$5.38M +$533K +29,362 +11%
FFG
18
Fortem Financial Group
California
$4.89M +$121K +6,667 +3%
RT
19
Rockland Trust
Massachusetts
$4.73M -$604K -33,274 -11%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$4.14M +$340K +18,740 +9%
RBC
21
Rye Brook Capital
Connecticut
$3.94M – – –
AllianceBernstein
22
AllianceBernstein
Tennessee
$3.87M +$3.87M +213,230 New
GA
23
Greytown Advisors
Florida
$3.62M – – –
V
24
Veritable
Delaware
$3.51M – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.04M -$50.2K -2,768 -2%
1
2 3 4 5

AMJ Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2021, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $12.8M sold.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2021 was Susquehanna International Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.