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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 $2.88B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$222M)

10% less funds holding

Funds holding: 186168 (-18)

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $288K

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
51
Reduced
65
Closed
30
Calls
$14K
Puts
$288K
Net Calls
-$274K
Net Calls Change
-$253K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.4B +$121M +4,496,950 +6%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$172M -$37.6M -1,396,769 -19%
LPL Financial
3
LPL Financial
California
$25.2M +$1.09M +40,530 +5%
KeyBank National Association
4
KeyBank National Association
Ohio
$24.5M +$2.29M +85,099 +11%
Morgan Stanley
5
Morgan Stanley
New York
$23.8M -$30.4M -1,129,281 -57%
Mariner
6
Mariner
Kansas
$17.2M +$496K +18,456 +3%
EH
7
Equitable Holdings
New York
$16.3M +$1.68M +62,601 +12%
NAS
8
Nicolet Advisory Services
Wisconsin
$13.5M -$810K -30,113 -6%
PFBT
9
Parkside Financial Bank & Trust
Missouri
$12.5M +$168K +6,243 +1%
Goldman Sachs
10
Goldman Sachs
New York
$11.5M -$2.31M -86,106 -18%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.95M -$19.1K -712 -0.2%
NB
12
Nicolet Bankshares
Wisconsin
$8.39M -$826K -30,722 -9%
NCM
13
Noesis Capital Mangement
Florida
$7.11M -$253K -9,400 -4%
CJFS
14
Coulter & Justus Financial Services
Tennessee
$7.11M +$6.71M +249,418 New
VF
15
Virtu Financial
New York
$6.57M +$2.39M +88,850 +63%
Ameriprise
16
Ameriprise
Minnesota
$5.78M +$2.59M +96,246 +90%
CB
17
Commerce Bank
Missouri
$5.65M -$310K -11,515 -5%
Creative Planning
18
Creative Planning
Kansas
$4.58M +$300K +11,172 +7%
FA
19
FF Advisors
California
$4.23M +$321K +11,924 +9%
AWS
20
Atria Wealth Solutions
New York
$3.99M +$352K +13,101 +10%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$3.31M -$19.4K -720 -0.6%
TCWA
22
Turtle Creek Wealth Advisors
Texas
$3.11M +$2.1M +78,013 +251%
LSPW
23
Lake Street Private Wealth
Illinois
$3.1M -$32.3K -1,200 -1%
EHC
24
Everett Harris & Co
California
$2.95M +$69.6K +2,589 +3%
AA
25
AlphaQ Advisors
Florida
$2.91M +$130K +4,846 +5%