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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $1.72B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $1.54M

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 178178 (0)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

7% less capital invested

Capital invested by funds: $1.86B → $1.72B (-$139M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
178
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
50
Reduced
53
Closed
17
Calls
$6.88M
Puts
$1.54M
Net Calls
+$5.34M
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.21B +$24.4M +1,157,277 +2%
BJL
2
Brighton Jones LLC
Washington
$149M +$1.76M +83,396 +1%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$132M +$10.9M +519,339 +8%
Morgan Stanley
4
Morgan Stanley
New York
$22.1M +$10.9M +518,556 +80%
ECM
5
Evergreen Capital Management
Washington
$12.8M -$7.28M -345,819 -34%
Mariner
6
Mariner
Kansas
$12.7M -$482K -22,891 -3%
NAS
7
Nicolet Advisory Services
Wisconsin
$10.9M -$96.7K -4,593 -0.8%
KeyBank National Association
8
KeyBank National Association
Ohio
$10.1M +$31.6K +1,501 +0.3%
OPCM
9
Osborne Partners Capital Management
California
$8.53M -$657K -31,184 -6%
FFG
10
Fortem Financial Group
California
$8.49M +$3.35M +158,910 +55%
Goldman Sachs
11
Goldman Sachs
New York
$7.77M +$37.4K +1,774 +0.4%
VF
12
Virtu Financial
New York
$7.74M +$8.6M +408,374 New
Creative Planning
13
Creative Planning
Kansas
$6.97M -$192K -9,135 -2%
NB
14
Nicolet Bankshares
Wisconsin
$6.79M +$279K +13,254 +4%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$6.54M -$245K -11,617 -3%
NCM
16
Noesis Capital Mangement
Florida
$5.46M
JMPWA
17
JP Morgan Private Wealth Advisors
California
$5M +$715K +33,932 +15%
RT
18
Rockland Trust
Massachusetts
$4.36M -$219K -10,375 -4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.33M -$2.61K -124 -0.1%
MCM
20
MAI Capital Management
Ohio
$4.29M -$78.1K -3,708 -2%
CB
21
Commerce Bank
Missouri
$4.16M +$56.3K +2,675 +1%
AllianceBernstein
22
AllianceBernstein
Tennessee
$4.14M +$490K +23,280 +12%
CWM
23
Congress Wealth Management
Massachusetts
$2.84M -$211K -10,000 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.59M -$44.7K -2,124 -2%
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$2.4M +$41.4K +1,965 +2%

AMJ Hedge Fund Activity: Q2 2022 in Review

178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2022, worth a combined $1.72B — down 7.5% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AMJ positions and 17 closed out — a net gain of 2 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $24.4M. The largest seller was Evergreen Capital Management, cutting an estimated $7.28M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $1.72B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 19 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2022 was JP Morgan Chase, an estimated $24.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2022 was Evergreen Capital Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2022.