AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

167 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.

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% 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
$3.01M
Puts
$4K
Net Calls
+$3M
Net Calls Change
-$2.34M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.34B 66,586,852 +2,751,361 +4%
BJL
2
Brighton Jones LLC
Washington
$159M 7,910,716 +32,700 +0.4%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$139M 6,904,598 -75,675 -1%
Morgan Stanley
4
Morgan Stanley
New York
$20.7M 1,030,177 -137,609 -12%
Mariner
5
Mariner
Kansas
$13.3M 664,444 -7,948 -1%
KeyBank National Association
6
KeyBank National Association
Ohio
$11.4M 568,123 +33,310 +6%
ECM
7
Evergreen Capital Management
Washington
$11.3M 561,208 -111,425 -17%
NAS
8
Nicolet Advisory Services
Wisconsin
$11.2M 542,311 -29,092 -5%
OPCM
9
Osborne Partners Capital Management
California
$9.08M 452,746 +2,655 +0.6%
FFG
10
Fortem Financial Group
California
$8.81M 439,155 -8,464 -2%
Goldman Sachs
11
Goldman Sachs
New York
$8.31M 414,137 +4,405 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.76M 386,612 +338,612 +705%
Creative Planning
13
Creative Planning
Kansas
$7.21M 359,424 -8,049 -2%
NB
14
Nicolet Bankshares
Wisconsin
$7.05M 351,452 -6,422 -2%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$6.66M 331,741 -13,043 -4%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$5.74M 286,227 +22,480 +9%
NCM
17
Noesis Capital Mangement
Florida
$5.65M 281,423 -6,650 -2%
ECG
18
Edge Capital Group
Georgia
$4.69M 233,797 +225,397 +2,683%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.6M 229,345 +857 +0.4%
MCM
20
MAI Capital Management
Ohio
$4.49M 223,614 -2,694 -1%
RT
21
Rockland Trust
Massachusetts
$4.44M 221,151 -8,642 -4%
CB
22
Commerce Bank
Missouri
$4.34M 216,099 -3,296 -2%
AllianceBernstein
23
AllianceBernstein
Tennessee
$3.61M 179,740 -38,560 -18%
CWM
24
Congress Wealth Management
Massachusetts
$2.71M 135,000 -15,000 -10%
CRWM
25
Castle Rock Wealth Management
California
$2.42M 116,288 +1,531 +1%