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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

173 hedge funds and large institutions have $2.24B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,629% more call options, than puts

Call options by funds: $573K | Put options by funds: $21K

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 174173 (-1)

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $2.82B → $2.24B (-$588M)

Holders
173
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
53
Reduced
59
Closed
15
Calls
$573K
Puts
$21K
Net Calls
+$552K
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.72B +$86M +3,825,015 +5%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$166M -$1.42M -63,112 -0.9%
BJL
3
Brighton Jones LLC
Washington
$62.8M -$60.2M -2,679,231 -49%
Morgan Stanley
4
Morgan Stanley
New York
$24.8M +$603K +26,817 +3%
LPL Financial
5
LPL Financial
California
$18.9M +$659K +29,323 +4%
KeyBank National Association
6
KeyBank National Association
Ohio
$14.9M +$289K +12,857 +2%
Mariner
7
Mariner
Kansas
$13.9M -$310K -13,803 -2%
NAS
8
Nicolet Advisory Services
Wisconsin
$12M +$522K +23,223 +5%
ECM
9
Evergreen Capital Management
Washington
$11.1M -$139K -6,190 -1%
OPCM
10
Osborne Partners Capital Management
California
$10.2M -$113K -5,032 -1%
Goldman Sachs
11
Goldman Sachs
New York
$9.96M +$11.5K +513 +0.1%
PFBT
12
Parkside Financial Bank & Trust
Missouri
$9.45M +$1.06M +47,354 +13%
EH
13
Equitable Holdings
New York
$9.15M +$1.73M +76,978 +24%
FFG
14
Fortem Financial Group
California
$8.18M -$990K -44,021 -11%
NB
15
Nicolet Bankshares
Wisconsin
$7.93M +$98.9K +4,397 +1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$7.15M -$34.5K -1,533 -0.5%
Creative Planning
17
Creative Planning
Kansas
$6.16M +$345K +15,335 +6%
NCM
18
Noesis Capital Mangement
Florida
$6.13M -$214K -9,520 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$5.2M +$244K +10,867 +5%
CB
20
Commerce Bank
Missouri
$5.02M +$119K +5,280 +2%
MCM
21
MAI Capital Management
Ohio
$4.76M -$205K -9,135 -4%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$4.76M -$1.61M -71,419 -26%
RT
23
Rockland Trust
Massachusetts
$4.47M -$157K -6,964 -3%
Renaissance Technologies
24
Renaissance Technologies
New York
$3.53M +$2.04M +90,800 +144%
PAM
25
Peak Asset Management
Colorado
$3.08M +$79.2K +3,521 +3%