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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

182 hedge funds and large institutions have $2.63B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,171% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $126K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $1.87B → $2.63B (+$767M)

8% more funds holding

Funds holding: 168182 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
44
Reduced
60
Closed
15
Calls
$2.86M
Puts
$126K
Net Calls
+$2.74M
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.46B +$12.1M +549,083 +0.8%
AWA
2
Arete Wealth Advisors
Illinois
$621M +$42.3K +1,925 +7%
BJL
3
Brighton Jones LLC
Washington
$164M -$8.4M -382,509 -5%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$107M +$6.95M +316,368 +5%
Morgan Stanley
5
Morgan Stanley
New York
$24.4M +$2M +91,307 +9%
LPL Financial
6
LPL Financial
California
$17.9M +$17.3M +788,472 +2,217%
Mariner
7
Mariner
Kansas
$13.7M -$732K -33,355 -5%
KeyBank National Association
8
KeyBank National Association
Ohio
$13.5M +$1.2M +54,773 +10%
Goldman Sachs
9
Goldman Sachs
New York
$12.4M +$3.43M +156,042 +38%
ECM
10
Evergreen Capital Management
Washington
$12.1M -$84.2K -3,835 -0.7%
NAS
11
Nicolet Advisory Services
Wisconsin
$12M -$294K -13,376 -2%
OPCM
12
Osborne Partners Capital Management
California
$9.82M -$28.2K -1,285 -0.3%
FFG
13
Fortem Financial Group
California
$9.71M +$157K +7,130 +2%
NB
14
Nicolet Bankshares
Wisconsin
$7.61M -$36.6K -1,667 -0.5%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$7.57M +$354K +16,137 +5%
Creative Planning
16
Creative Planning
Kansas
$7.27M -$556K -25,322 -7%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$6.93M +$1.96M +89,442 +39%
EH
18
Equitable Holdings
New York
$6.27M +$5.35M +243,541 +547%
NCM
19
Noesis Capital Mangement
Florida
$6.02M -$105K -4,800 -2%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$5.19M -$1.05M -47,668 -17%
AllianceBernstein
21
AllianceBernstein
Tennessee
$4.92M +$1.02M +46,640 +26%
MCM
22
MAI Capital Management
Ohio
$4.82M -$47.9K -2,180 -1%
CB
23
Commerce Bank
Missouri
$4.68M -$21K -955 -0.4%
RT
24
Rockland Trust
Massachusetts
$4.58M -$237K -10,790 -5%
AA
25
AlphaQ Advisors
Florida
$3.05M +$3.08M +140,455 New