JPMorgan Alerian MLP Index ETN (AMJ) Institutional Ownership

$28.60
+0.15 (+0.53%)
(As of 04/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$316.48M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$200.67M
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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
4/25/2024 Osborne Partners Capital Management LLC81,515$2.32M0.1%-80.9%0.067%
4/23/2024 Global Retirement Partners LLC1,770$50K0.0%-49.0%0.001%
4/23/2024 Fifth Third Bancorp15,287$436K0.0%-8.0%0.013%
4/19/2024 Everett Harris & Co. CA103,405$2.95M0.0%+2.6%0.085%
4/19/2024 Norden 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%
4/18/2024 Woodmont 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%
4/2/2024 M&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%
3/14/2024 University 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%
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%
2/5/2024 Norden Group LLC39,333$997K0.2%+225.9%0.032%
2/2/2024Truist Financial Corp19,155$486K0.0%-18.3%0.016%
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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%
2/1/2024 CWM 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%
1/26/2024 Miller 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%
1/24/2024 Arlington Trust Co LLC5,606$142K0.0%N/A0.005%
1/24/2024 Stratos 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%
1/23/2024 My Personal CFO LLC79,277$2.01M1.3%-2.6%0.065%
1/22/2024 Osborne Partners Capital Management LLC427,285$10.84M0.7%-2.0%0.352%
1/22/2024 Covenant Asset Management LLC10,789$274K0.0%-5.3%0.009%
1/19/2024 Flagstar Advisors Inc.29,020$736K0.2%-1.8%0.024%
1/18/2024 Everett Harris & Co. CA100,816$2.56M0.0%+1.2%0.083%
1/16/2024 Raymond 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%
1/2/2024 M&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%
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%
11/9/2023Blair William & Co. IL37,584$928K0.0%+2.9%0.031%
11/8/2023HighTower Advisors LLC83,261$2.06M0.0%+13.2%0.069%
11/8/2023Pathstone Family Office LLC55,712$1.38M0.0%N/A0.046%
11/8/2023Sequoia Financial Advisors LLC8,319$205K0.0%N/A0.007%
11/8/2023Janney Montgomery Scott LLC25,607$633K0.0%-4.1%0.021%
11/8/2023Atria Wealth Solutions Inc.115,467$2.85M0.0%+32.9%0.095%
11/8/2023J.P. Morgan Private Wealth Advisors LLC182,576$4.51M0.0%-12.1%0.151%
11/8/2023Keybank National Association OH706,280$17.45M0.1%+8.3%0.582%
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11/7/2023Nicolet Advisory Services LLC547,156$13.00M1.4%+4.7%0.451%
11/6/2023 My Personal CFO LLC81,377$2.01M1.6%-2.0%0.067%
11/4/2023Noesis Capital Mangement Corp266,563$6.58M1.7%-0.3%0.220%
11/4/2023 Graybill Wealth Management LTD.11,545$285K0.1%-7.1%0.010%
11/3/2023MGO One Seven LLC16,307$403K0.0%+3.3%0.013%
10/31/2023 Covenant Asset Management LLC11,389$281K0.1%+5.7%0.009%
10/31/2023Tranquility Partners LLC28,092$694K0.3%+5.3%0.023%
10/31/2023 Smallwood Wealth Investment Management LLC58,808$1.45M1.3%+2.0%0.049%
10/31/2023 Fifth Third Bancorp16,612$410K0.0%+196.0%0.014%
10/30/2023 Congress Wealth Management LLC DE79,888$1.97M0.0%+14.1%0.066%
(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, 164 institutional investors and hedge funds held shares of JPMorgan Alerian MLP Index ETN. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.93B), 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 ($13.00M), 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 127 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. ($13.12M), CIBC Private Wealth Group LLC ($1.11M), Virtu Financial LLC ($862.33K), LPL Financial LLC ($822.38K), Edge Capital Group LLC ($433.71K), Walker Asset Management LLC ($416.42K), and Norden Group LLC ($389.82K).

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

Institutional investors have bought a total of 21,091,747 shares in the last 24 months. This purchase volume represents approximately $470.03M in transactions.

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

Of the 98 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), Evergreen Capital Management LLC ($821.02K), Virtu Financial LLC ($586.73K), Edge Capital Group LLC ($434.12K), Osborne Partners Capital Management LLC ($402.42K), Rockland Trust Co. ($141.86K), and Greytown Advisors Inc. ($133.54K).

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

Institutional investors have sold a total of 11,429,289 shares in the last 24 months. This volume of shares sold represents approximately $261.06M in transactions.


This page (NYSEARCA:AMJ) was last updated on 4/30/2024 by MarketBeat.com Staff

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