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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 $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $202K | Put options by funds: $67K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $2.24B → $2.54B (+$307M)

3% more funds holding

Funds holding: 173178 (+5)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.93B +$67.2M +2,807,000 +4%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$179M +$75.4K +3,150 +0%
FGAM
3
Financial Gravity Asset Management
Texas
$95M +$558K +23,310 +1,800%
BJL
4
Brighton Jones LLC
Washington
$40.8M -$26.2M -1,093,008 -40%
Morgan Stanley
5
Morgan Stanley
New York
$24.1M -$2.55M -106,748 -10%
LPL Financial
6
LPL Financial
California
$20.5M +$110K +4,584 +0.6%
KeyBank National Association
7
KeyBank National Association
Ohio
$17.4M +$1.29M +53,874 +8%
Mariner
8
Mariner
Kansas
$14.6M -$381K -15,901 -3%
NAS
9
Nicolet Advisory Services
Wisconsin
$13M +$589K +24,615 +5%
Goldman Sachs
10
Goldman Sachs
New York
$12.1M +$1.35M +56,527 +13%
ECM
11
Evergreen Capital Management
Washington
$11.8M -$118K -4,925 -1%
EH
12
Equitable Holdings
New York
$11M +$1.06M +44,103 +11%
OPCM
13
Osborne Partners Capital Management
California
$10.8M -$220K -9,205 -2%
PFBT
14
Parkside Financial Bank & Trust
Missouri
$10.5M +$263K +10,994 +3%
FFG
15
Fortem Financial Group
California
$9.28M +$455K +19,021 +5%
NB
16
Nicolet Bankshares
Wisconsin
$8.25M -$289K -12,069 -3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$7.67M -$31.8K -1,327 -0.4%
NCM
18
Noesis Capital Mangement
Florida
$6.58M -$20.3K -850 -0.3%
Creative Planning
19
Creative Planning
Kansas
$5.7M -$916K -38,275 -14%
MCM
20
MAI Capital Management
Ohio
$5.35M +$205K +8,552 +4%
CB
21
Commerce Bank
Missouri
$5.32M -$80.9K -3,380 -2%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$4.51M -$600K -25,083 -12%
RT
23
Rockland Trust
Massachusetts
$4.23M -$567K -23,679 -12%
PAM
24
Peak Asset Management
Colorado
$3.37M +$46K +1,923 +1%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.17M -$615K -25,700 -17%

AMJ Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2023, worth a combined $2.54B — up 14% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.2M. The largest seller was Brighton Jones LLC, cutting an estimated $26.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.54B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2023, up 14% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2023 and 16 closed out, a net change of +6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2023 was JP Morgan Chase, an estimated $67.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2023 was Brighton Jones LLC, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.