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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

168 hedge funds and large institutions have $1.87B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,025% more call options, than puts

Call options by funds: $3M | Put options by funds: $4K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.72B → $1.87B (+$145M)

6% less funds holding

Funds holding: 178168 (-10)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
48
Reduced
58
Closed
21
Calls
$3M
Puts
$4K
Net Calls
+$3M
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.34B +$57.6M +2,751,361 +4%
BJL
2
Brighton Jones LLC
Washington
$159M +$685K +32,700 +0.4%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$139M -$1.58M -75,675 -1%
Morgan Stanley
4
Morgan Stanley
New York
$20.7M -$2.88M -137,609 -12%
Mariner
5
Mariner
Kansas
$13.3M -$166K -7,948 -1%
KeyBank National Association
6
KeyBank National Association
Ohio
$11.4M +$697K +33,310 +6%
ECM
7
Evergreen Capital Management
Washington
$11.3M -$2.33M -111,425 -17%
NAS
8
Nicolet Advisory Services
Wisconsin
$11.2M -$609K -29,092 -5%
OPCM
9
Osborne Partners Capital Management
California
$9.08M +$55.6K +2,655 +0.6%
FFG
10
Fortem Financial Group
California
$8.81M -$177K -8,464 -2%
Goldman Sachs
11
Goldman Sachs
New York
$8.31M +$92.2K +4,405 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.75M +$7.09M +338,612 +705%
Creative Planning
13
Creative Planning
Kansas
$7.21M -$168K -8,049 -2%
NB
14
Nicolet Bankshares
Wisconsin
$7.05M -$134K -6,422 -2%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$6.66M -$273K -13,043 -4%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$5.74M +$471K +22,480 +9%
NCM
17
Noesis Capital Mangement
Florida
$5.64M -$139K -6,650 -2%
ECG
18
Edge Capital Group
Georgia
$4.69M +$4.72M +225,397 +2,683%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.6M +$17.9K +857 +0.4%
MCM
20
MAI Capital Management
Ohio
$4.49M -$56.4K -2,694 -1%
RT
21
Rockland Trust
Massachusetts
$4.44M -$181K -8,642 -4%
CB
22
Commerce Bank
Missouri
$4.33M -$69K -3,296 -2%
AllianceBernstein
23
AllianceBernstein
Tennessee
$3.61M -$807K -38,560 -18%
CWM
24
Congress Wealth Management
Massachusetts
$2.71M -$314K -15,000 -10%
CRWM
25
Castle Rock Wealth Management
California
$2.42M +$32K +1,531 +1%

AMJ Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2022, worth a combined $1.87B — up 8.4% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMJ and 13 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $57.6M. The largest seller was Virtu Financial, cutting an estimated $8.07M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $1.87B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2022 and 21 closed out, a net change of -8 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2022 was JP Morgan Chase, an estimated $57.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2022 was Virtu Financial, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2022.