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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)
32
Total
Institutional Inflows
(last 12 months)
$175.23M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$49.40M
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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
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%
4/23/2024Fifth 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%
4/15/2024Flagstar Advisors Inc.28,304$806K0.2%-2.5%0.023%
4/15/2024Sound 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%
4/10/2024Inscription 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%
2/15/2024Greytown Advisors Inc.48,314$1.23M0.7%-8.4%0.040%
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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%
2/5/2024Brighton 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%
1/25/2024 International 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%
1/24/2024 International Assets Investment Management LLC87,282$2.21M0.0%N/A0.072%
1/23/2024 Smallwood 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%
1/19/2024Flagstar 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%
1/12/2024 Mutual Advisors LLC8,131$206K0.0%N/A0.007%
1/11/2024 Rockland Trust Co.148,257$3.76M0.2%-13.5%0.122%
1/10/2024Sound Income Strategies LLC3,454$88K0.0%N/A0.003%
1/9/2024Capital 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%
11/15/2023Evergreen Capital Management LLC477,743$11.80M0.5%-1.0%0.394%
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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%
11/9/2023Waters Parkerson & CO. LLC8,250$204K0.0%N/A0.007%
(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, 138 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 92 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. ($15.86M), LPL Financial LLC ($822.38K), Norden Group LLC ($752.38K), CIBC Private Wealth Group LLC ($589.48K), Virtu Financial LLC ($542.81K), Portside Wealth Group LLC ($255.91K), and International Assets Investment Management LLC ($174.56K).

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

Institutional investors have bought a total of 20,870,473 shares in the last 24 months. This purchase volume represents approximately $510.45M in transactions.

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

Of the 79 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 ($371.23K), Edge Capital Group LLC ($207.76K), Virtu Financial LLC ($201.36K), Rockland Trust Co. ($122.84K), Fortem Financial Group LLC ($89.42K), and Peak Asset Management LLC ($76.11K).

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

Institutional investors have sold a total of 9,043,153 shares in the last 24 months. This volume of shares sold represents approximately $213.46M in transactions.



This page (NYSEARCA:AMJ) was last updated on 1/21/2025 by MarketBeat.com Staff
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