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JPMorgan Alerian MLP Index ETN (AMJ) Institutional Ownership

JPMorgan Alerian MLP Index ETN logo
$28.30 0.00 (0.00%)
As of 05/23/2024

Institutional Ownership Changes (13F Filings) for JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$145.24M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$12.15M
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AMJ Institutional Buying and Selling by Quarter

JPMorgan Alerian MLP Index ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Inscription Capital LLC10,000$285K0.0%N/A0.000%
6/13/2024NBW Capital LLC33,901$966K0.2%+103.0%0.001%
5/24/2024Cetera Advisors LLC28,346$808K0.0%N/A0.001%
5/21/2024LRI Investments LLC1,034$29K0.0%N/A0.000%
5/20/2024Virtu Financial LLC230,694$6.57M0.5%+62.6%0.008%
5/17/2024Hancock Whitney Corp61,857$1.76M0.1%+0.7%0.002%
5/15/2024LRI Investments LLC1,034$29K0.0%N/A0.000%
5/11/2024Peak Asset Management LLC60,227$1.72M0.3%-27.8%0.002%
5/10/2024JPMorgan Chase & Co.84,328,159$2.40B0.2%+5.6%2.938%
5/10/2024Nicolet Advisory Services LLC476,265$13.52M1.4%-5.9%0.017%
5/9/2024Blair William & Co. IL38,151$1.09M0.0%+1.8%0.001%
5/7/2024Keudell Morrison Wealth Management39,132$1.12M0.3%-1.5%0.001%
5/7/2024Montag A & Associates Inc.866$25K0.0%-69.8%0.000%
5/3/2024Commerce Bank198,373$5.65M0.0%-5.5%0.007%
5/2/2024AlphaQ Advisors LLC102,212$2.91M1.8%+5.0%0.004%
5/1/2024 Janney Montgomery Scott LLC15,098$430K0.0%-40.5%0.012%
5/1/2024BNP Paribas Financial Markets8,323$237K0.0%+7,902.9%0.007%
4/30/2024Norden Group LLC401,890$11.45M0.9%+921.8%0.331%
4/30/2024Turtle Creek Wealth Advisors LLC109,137$3.11M0.8%+250.7%0.090%
4/25/2024Osborne Partners Capital Management LLC81,515$2.32M0.1%-80.9%0.067%
4/23/2024Global Retirement Partners LLC1,770$50K0.0%-49.0%0.001%
4/23/2024 Fifth Third Bancorp15,287$436K0.0%-8.0%0.013%
4/19/2024Everett Harris & Co. CA103,405$2.95M0.0%+2.6%0.085%
4/19/2024Norden Group LLC401,890$11.45M0.1%+921.8%0.331%
4/19/2024 Lake Street Private Wealth LLC108,860$3.10M0.4%-1.1%0.090%
4/18/2024Woodmont Investment Counsel LLC3,642$104K0.0%N/A0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC21,025$599K0.0%-19.7%0.017%
4/15/2024 Flagstar Advisors Inc.28,304$806K0.2%-2.5%0.023%
4/15/2024 Sound Income Strategies LLC2,241$64K0.0%-35.1%0.002%
4/11/2024 Salem Investment Counselors Inc.54,100$1.54M0.1%+55.8%0.045%
4/11/2024&PARTNERS7,038$201K0.0%N/A0.006%
4/11/2024 Rockland Trust Co.98,308$2.80M0.1%-33.7%0.081%
4/11/2024Private Capital Management LLC8,294$210K0.0%-6.8%0.007%
4/10/2024 Inscription Capital LLC10,000$284K0.1%N/A0.008%
4/2/2024M&R Capital Management Inc.1,500$43K0.0%-50.0%0.001%
3/22/2024PNC Financial Services Group Inc.1,390$35K0.0%-75.8%0.001%
3/14/2024University of Chicago67,801$1.72M2.4%N/A0.056%
3/6/2024SageView Advisory Group LLC12,776$324K0.0%N/A0.011%
2/26/2024Centaurus Financial Inc.11,239$285K0.0%-5.9%0.009%
2/26/2024Virtu Financial LLC141,844$3.60M0.3%N/A0.117%
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2/15/2024Greytown Advisors Inc.48,314$1.23M0.7%-8.4%0.040%
2/14/2024Coastwise Capital Group LLC12,258$311K0.3%-11.9%0.010%
2/14/2024Regal Investment Advisors LLC51,875$1.32M0.1%-1.1%0.043%
2/13/2024CIBC Private Wealth Group LLC7,434,116$188.53M0.4%+2.4%6.131%
2/12/2024Steward Partners Investment Advisory LLC12,816$325K0.0%+6.6%0.011%
2/12/2024Peak Asset Management LLC83,464$2.12M0.5%-38.8%0.069%
2/9/2024Advisory Services Network LLC57,909$1.47M0.0%+6.4%0.048%
2/9/2024SageView Advisory Group LLC12,776$324K0.0%N/A0.011%
2/9/2024Commerce Bank209,888$5.32M0.0%-2.6%0.173%
2/9/2024Corient Private Wealth LLC52,258$1.33M0.0%+7.3%0.043%
2/8/2024Independent Advisor Alliance12,742$323K0.0%+20.3%0.011%
2/7/2024Montag A & Associates Inc.2,866$73K0.0%+53.6%0.002%
2/6/2024Apollon Wealth Management LLC58,727$1.49M0.1%-2.7%0.048%
2/6/2024 Wealthcare Advisory Partners LLC8,600$218K0.0%-8.1%0.007%
2/6/2024MeadowBrook Investment Advisors LLC2,640$67K0.1%N/A0.002%
2/6/2024Noesis Capital Mangement Corp258,818$6.56M1.5%-2.9%0.213%
2/5/2024 Brighton Jones LLC360,575$9.14M0.4%-78.2%0.297%
2/5/2024Norden Group LLC39,333$997K0.2%+225.9%0.032%
2/2/2024Truist Financial Corp19,155$486K0.0%-18.3%0.016%
2/2/2024Atria Wealth Solutions Inc.126,856$3.22M0.0%+9.9%0.105%
2/1/2024Parkside Financial Bank & Trust432,068$10.96M2.0%+2.0%0.356%
2/1/2024CWM LLC2,052$52K0.0%+367.4%0.002%
1/31/2024NBW Capital LLC16,697$423K0.1%N/A0.014%
1/31/2024Tranquility Partners LLC26,680$677K0.3%-5.0%0.022%
1/29/2024AlphaQ Advisors LLC97,366$2.47M1.7%+9.9%0.080%
1/26/2024Stone Point Wealth LLC52,170$1.32M0.5%-6.7%0.043%
1/26/2024Miller Howard Investments Inc. NY27,246$691K0.0%N/A0.022%
1/26/2024Turtle Creek Wealth Advisors LLC31,124$789K0.2%N/A0.026%
1/25/2024International Assets Investment Management LLC87,282$2.21M0.0%N/A0.072%
1/24/2024Arlington Trust Co LLC5,606$142K0.0%N/A0.005%
1/24/2024Stratos Wealth Advisors LLC19,245$488K0.0%-35.1%0.016%
1/24/2024International Assets Investment Management LLC87,282$2.21M0.0%N/A0.072%
1/23/2024Smallwood Wealth Investment Management LLC60,463$1.53M1.3%+2.8%0.050%
1/23/2024My Personal CFO LLC79,277$2.01M1.3%-2.6%0.065%
1/22/2024Osborne Partners Capital Management LLC427,285$10.84M0.7%-2.0%0.352%
1/22/2024Covenant Asset Management LLC10,789$274K0.0%-5.3%0.009%
1/19/2024 Flagstar Advisors Inc.29,020$736K0.2%-1.8%0.024%
1/18/2024Everett Harris & Co. CA100,816$2.56M0.0%+1.2%0.083%
1/16/2024Raymond James Financial Services Advisors Inc.28,883$732K0.0%+19.5%0.024%
1/12/2024Mutual Advisors LLC8,131$206K0.0%N/A0.007%
1/11/2024 Rockland Trust Co.148,257$3.76M0.2%-13.5%0.122%
1/10/2024 Sound Income Strategies LLC3,454$88K0.0%N/A0.003%
1/9/2024 Capital Asset Advisory Services LLC7,930$201K0.0%N/A0.007%
1/2/2024M&R Capital Management Inc.3,000$76K0.0%N/A0.002%
11/16/2023Creative Planning230,767$5.70M0.0%-14.2%0.190%
11/16/2023Financial Gravity Asset Management Inc.24,605$608K0.0%+1,800.0%0.020%
11/15/2023Townsquare Capital LLC79,794$1.97M0.0%+37.1%0.066%
11/15/2023JPMorgan Chase & Co.77,949,569$1.93B0.2%+3.7%64.288%
11/15/2023Kepos Capital LP92,717$2.29M0.4%+63.8%0.076%
11/15/2023Lido Advisors LLC10,183$252K0.0%-40.2%0.008%
Trump and Musk fight back (Ad)

Is there more to the Musk–Trump relationship than meets the eye? Jeff Brown thinks so — and he believes it has to do with a top-level initiative to build the ultimate military-grade AI system. He’s calling it the “AI Superweapon,” and he says it could soon become the center of global tech dominance. At the core of this initiative? A handful of companies tied to America’s most powerful tech platforms — and investors who act before this goes mainstream may have a rare early edge.

Click here to see why Jeff believes this is the biggest stock story of the year — and which companie
11/15/2023Evergreen Capital Management LLC477,743$11.80M0.5%-1.0%0.394%
11/15/2023Axxcess Wealth Management LLC8,255$204K0.0%N/A0.007%
11/14/2023Parkside Financial Bank & Trust423,397$10.46M2.4%+2.7%0.349%
11/13/2023Jaffetilchin Investment Partners LLC8,150$201K0.0%N/A0.007%
11/13/2023Mariner LLC589,861$14.57M0.0%-2.6%0.486%
11/13/2023LPL Financial LLC829,831$20.50M0.0%+0.6%0.684%
11/13/2023Kestra Advisory Services LLC99,875$2.47M0.0%+27.5%0.082%
11/9/2023Truepoint Inc.42,395$1.05M0.0%+1.7%0.035%
11/9/2023Montag A & Associates Inc.1,866$46K0.0%-21.1%0.002%
11/9/2023Nicolet Bankshares Inc.333,920$8.25M2.5%-3.5%0.275%
(Data available from 1/1/2016 forward)

AMJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AMJ shares?

During the previous two years, 125 institutional investors and hedge funds held shares of JPMorgan Alerian MLP Index ETN. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.40B), CIBC Private Wealth Group LLC ($188.53M), LPL Financial LLC ($20.50M), Keybank National Association OH ($17.45M), Mariner LLC ($14.57M), Nicolet Advisory Services LLC ($13.52M), and Evergreen Capital Management LLC ($11.80M).Learn more on AMJ's institutional investors.

Which institutional investors have been buying JPMorgan Alerian MLP Index ETN stock?

Of the 84 institutional investors that purchased JPMorgan Alerian MLP Index ETN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($15.31M), Norden Group LLC ($752.38K), Virtu Financial LLC ($542.81K), CIBC Private Wealth Group LLC ($273.11K), Portside Wealth Group LLC ($255.91K), International Assets Investment Management LLC ($174.56K), and Turtle Creek Wealth Advisors LLC ($109.14K).

How much institutional buying is happening at JPMorgan Alerian MLP Index ETN?

Institutional investors have bought a total of 18,708,587 shares in the last 24 months. This purchase volume represents approximately $463.49M in transactions.

Which JPMorgan Alerian MLP Index ETN major shareholders have been selling company stock?

Of the 65 institutional investors that sold JPMorgan Alerian MLP Index ETN stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brighton Jones LLC ($7.17M), Osborne Partners Capital Management LLC ($369.95K), Virtu Financial LLC ($201.36K), Rockland Trust Co. ($112.05K), Fortem Financial Group LLC ($89.42K), Peak Asset Management LLC ($76.11K), and First Republic Investment Management Inc. ($71.42K).

How much institutional selling is happening at JPMorgan Alerian MLP Index ETN?

Institutional investors have sold a total of 8,622,228 shares in the last 24 months. This volume of shares sold represents approximately $204.30M in transactions.



This page (NYSEARCA:AMJ) was last updated on 4/20/2025 by MarketBeat.com Staff
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