JPMorgan Alerian MLP IndexAMJETF
13F holders, Q1 2024 (March 31)167holders
2famous investors
$28.48avg. 13F price*
At the end of Q1 2024, 167 institutions reported holding JPMorgan Alerian MLP Index (AMJ) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($2.4B), CIBC Private Wealth Group LLC ($171.6M) and LPL Financial LLC ($25.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Alerian MLP Index
- CUSIP
- 46625H365
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.7M |
| Exits | 30 | $27.4M |
Ownership 167 holders
| JPMorgan Chase & Co. | 0.21% | Add +5.6% | 84,328,159 | $2.4B |
| CIBC Private Wealth Group LLC | 0.34% | Reduce -18.8% | 6,037,347 | $171.6M |
| LPL Financial LLC | 0.01% | Add +4.8% | 885,990 | $25.2M |
| Keybank National Association | 0.10% | Add +11.0% | 858,516 | $24.5M |
| Morgan Stanley | 0.00% | Reduce -14.9% | 835,589 | $23.8M |
| Mariner, LLC | 0.04% | Add +3.1% | 604,365 | $17.2M |
| Equitable Holdings, Inc. | 0.18% | Add +12.3% | 573,202 | $16.3M |
| Nicolet Advisory Services, LLC | 1.37% | Reduce -6.0% | 476,265 | $13.5M |
| Parkside Financial Bank & Trust | 2.01% | Add +1.4% | 438,311 | $12.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.6% | 403,453 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.2% | 314,309 | $9.0M |
| Nicolet Bankshares Inc. | 1.74% | Reduce -9.4% | 294,663 | $8.4M |
| Noesis Capital Mangement Corp. | 1.58% | Reduce -3.6% | 249,418 | $7.1M |
| Coulter & Justus Financial Services, LLC | 1.58% | New | 249,418 | $7.1M |
| Virtu Financial LLC | 0.50% | Add +62.6% | 230,694 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +90.4% | 202,764 | $5.8M |
| Commerce Bank | 0.04% | Reduce -5.5% | 198,373 | $5.7M |
| Creative Planning | 0.01% | Add +7.5% | 160,619 | $4.6M |
| LYNX Capital Group Ltd. | 3.08% | Reduce -1.4% | 160,303 | $4.6M |
| FF Advisors,LLC | 2.92% | Add +8.7% | 148,382 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +10.3% | 139,957 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.6% | 116,012 | $3.3M |
| Turtle Creek Wealth Advisors, LLC | 0.76% | Add +250.7% | 109,137 | $3.1M |
| Lake Street Private Wealth, LLC | 0.43% | Reduce -1.1% | 108,860 | $3.1M |
| Everett Harris & Co. | 0.04% | Add +2.6% | 103,405 | $2.9M |
| AlphaQ Advisors LLC | 1.75% | Add +5.0% | 102,212 | $2.9M |
| Renaissance Technologies | 0.00% | Add +14.8% | 101,700 | $2.9M |
| Townsquare Capital LLC | 0.04% | Add +17.0% | 101,150 | $2.9M |
| Rockland Trust Co. | 0.15% | Reduce -33.7% | 98,308 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.4% | 97,222 | $2.8M |
| New England Asset Management Inc. | 0.43% | No change | 92,750 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | No change | 92,000 | $2.6M |
| Osborne Partners Capital Management, LLC | 0.14% | Reduce -80.9% | 81,515 | $2.3M |
| Citadel Advisors | 0.00% | Add +5.6% | 79,919 | $2.3M |
| Castle Rock Wealth Management, LLC | 0.58% | Reduce -2.7% | 76,253 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.8% | 73,580 | $2.1M |
| My Personal CFO, LLC | 1.19% | Reduce -8.4% | 72,591 | $2.1M |
| Kepos Capital LP | 0.49% | Reduce -12.7% | 66,282 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.9% | 65,928 | $1.9M |
| CW Advisors, LLC | 0.03% | Reduce -18.7% | 65,101 | $1.9M |
| Cascade Financial Partners, LLC | 0.26% | — | 65,372 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.7% | 62,095 | $1.8M |
| Arrow Investment Advisors, LLC | 1.51% | Reduce -15.2% | 62,078 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Add +0.7% | 61,857 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +4.4% | 60,459 | $1.7M |
| Peak Asset Management, LLC | 0.34% | Reduce -27.8% | 60,227 | $1.7M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -5.8% | 55,335 | $1.6M |
| Salem Investment Counselors Inc. | 0.05% | Add +55.8% | 54,100 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +141.6% | 53,774 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 51,184 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 47,938 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 39,455 | $1.1M |
| Keudell/Morrison Wealth Management | 0.34% | Reduce -1.5% | 39,132 | $1.1M |
| Blair William & Co. | 0.00% | Add +1.8% | 38,151 | $1.1M |
| NBW Capital LLC | 0.20% | Add +103.0% | 33,901 | $966K |
| Capital Advisory Group Advisory Services, LLC | 0.46% | Reduce -63.9% | 33,770 | $962K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.8% | 31,296 | $892K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.6% | 29,917 | $852K |
| Regal Investment Advisors LLC | 0.06% | Reduce -45.4% | 28,331 | $807K |
| Flagstar Securities, Inc. | 0.22% | Reduce -2.5% | 28,304 | $806K |
| Brighton Jones LLC | 0.03% | Reduce -92.4% | 27,337 | $779K |
| Tranquility Partners, LLC | 0.29% | No change | 26,680 | $760K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -9.3% | 26,511 | $755K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.3% | 26,175 | $746K |
| Gibbs Wealth Management | 0.40% | — | 24,704 | $704K |
| Wells Fargo & Company | 0.00% | Reduce -57.3% | 24,320 | $693K |
| Curi Capital, LLC | 0.02% | Add +0.9% | 23,585 | $672K |
| Fiduciary Group, LLC | 0.07% | No change | 21,400 | $610K |
| RFG Advisory, LLC | 0.02% | Add +0.3% | 21,121 | $602K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.7% | 21,025 | $599K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +9.2% | 21,008 | $599K |
| NewEdge Advisors, LLC | 0.00% | Add +35.1% | 19,625 | $559K |
| Wintrust Investments LLC | 0.05% | Reduce -5.9% | 19,000 | $541K |
| Annandale Capital, LLC | 0.12% | No change | 18,800 | $536K |
| Evergreen Capital Management LLC | 0.02% | Reduce -95.8% | 18,640 | $531K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 18,306 | $522K |
| MAI Capital Management | 0.01% | Reduce -91.5% | 17,859 | $509K |
| Raymond James & Associates | 0.00% | Reduce -2.1% | 17,491 | $498K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +33.4% | 17,096 | $487K |
| Mgo One Seven LLC | 0.02% | Add +5.0% | 16,007 | $456K |
| Stephens Inc. | 0.01% | Add +0.4% | 15,890 | $453K |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 15,287 | $436K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -40.5% | 15,098 | $430K |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 14,558 | $414K |
| Captrust Financial Advisors | 0.00% | Reduce -6.2% | 13,388 | $381K |
| Truist Financial Corp. | 0.00% | Reduce -30.5% | 13,313 | $379K |
| Diversified Trust Co. | 0.01% | Add +0.8% | 12,658 | $361K |
| Independent Advisor Alliance | 0.01% | Reduce -1.0% | 12,613 | $359K |
| Centaurus Financial, Inc. | 0.02% | Add +7.3% | 12,062 | $344K |
| IFP Advisors, Inc | 0.01% | Reduce -2.9% | 11,895 | $339K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.1% | 11,135 | $317K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.2% | 10,888 | $310K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.2% | 10,888 | $310K |
| Covenant Asset Management, LLC | 0.07% | No change | 10,789 | $307K |
| Howard Wealth Management, LLC | 0.25% | Add +2.1% | 10,732 | $306K |
| Sigma Planning Corp | 0.01% | New | 10,563 | $301K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Reduce -0.3% | 10,384 | $296K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 10,194 | $290K |
| Inscription Capital, LLC | 0.05% | New | 10,000 | $285K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 9,800 | $279K |
| Haverford Trust Co | 0.00% | No change | 9,100 | $259K |
| Mutual Advisors, LLC | 0.01% | Add +11.2% | 9,045 | $258K |
| AXS Investments LLC | 0.06% | New | 9,000 | $256K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -1.1% | 8,769 | $250K |
| BNP Paribas Financial Markets | 0.00% | Add +7902.9% | 8,323 | $237K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.6% | 8,319 | $237K |
| Jefferies Financial Group Inc. | 0.01% | New | 8,291 | $236K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 8,250 | $235K |
| Private Capital Management, LLC | 0.03% | Reduce -1.0% | 8,212 | $234K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 8,150 | $232K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 7,930 | $227K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,930 | $226K |
| Integrated Advisors Network LLC | 0.01% | New | 7,779 | $222K |
| &partners | 0.03% | New | 7,038 | $201K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6,690 | $190K |
| Cwm, LLC | 0.00% | Add +218.5% | 6,535 | $186K |
| Comerica Bank | 0.00% | Reduce -3.5% | 6,424 | $183K |
| UBS Group AG | 0.00% | Add +8682.8% | 5,621 | $160K |
| Arlington Trust Co LLC | 0.04% | No change | 5,606 | $160K |
| Woodmont Investment Counsel LLC | 0.01% | New | 3,642 | $104K |
| Clearstead Advisors, LLC | 0.00% | Add +0.9% | 3,114 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Add +77.0% | 2,460 | $70K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.1% | 2,241 | $64K |
| Tyler-Stone Wealth Management | 0.03% | Reduce -34.3% | 2,218 | $63K |
| Carmichael Hill & Associates, Inc. | 0.02% | Reduce -32.3% | 1,982 | $56K |
| Pacific Center for Financial Services | 0.02% | No change | 1,975 | $56K |
| Private Trust Co. NA | 0.01% | Reduce -9.6% | 1,969 | $56K |
| Global Retirement Partners, LLC | 0.00% | Reduce -49.0% | 1,770 | $50K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 1,639 | $47K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,636 | $47K |
| M&R Capital Management Inc. | 0.01% | Reduce -50.0% | 1,500 | $43K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,292 | $37K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +1.5% | 1,083 | $31K |
| Caldwell Trust Co | 0.00% | No change | 1,083 | $31K |
| WASHINGTON TRUST Co | 0.00% | Reduce -9.0% | 1,035 | $29K |
| LRI Investments, LLC | 0.01% | — | 1,034 | $29K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 943 | $27K |
| Johnson Financial Group, Inc. | 0.00% | No change | 935 | $27K |
| Pinnacle Holdings, LLC | 0.01% | No change | 929 | $26K |
| Castleview Partners, LLC | 0.01% | No change | 877 | $25K |
| Montag A & Associates Inc. | 0.00% | Reduce -69.8% | 866 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.4% | 752 | $21K |
| Valley National Advisers Inc. | 0.00% | Add +1.4% | 700 | $19K |
| Whittier Trust Co. | 0.00% | No change | 641 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 630 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 626 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.3% | 610 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 467 | $13K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 453 | $13K |
| Key Financial Inc | 0.00% | No change | 444 | $13K |
| First Manhattan Co. Llc. | 0.00% | Reduce -50.0% | 400 | $11K |
| Scarborough Advisors, LLC | 0.01% | Add +1.4% | 376 | $11K |
| Walnut Private Equity Partners, LLC | 0.01% | No change | 345 | $10K |
| Clear Point Advisors Inc. | 0.01% | Add +1.4% | 296 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 272 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 215 | $6K |
| VitalStone Financial, LLC | 0.00% | No change | 175 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 185 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.3% | 176 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 130 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 85 | $2K |
| US Bancorp \de | 0.00% | Reduce -57.5% | 82 | $2K |
| Barclays PLC | 0.00% | No change | 52 | $1K |
| Retirement Group, LLC | 0.00% | No change | 33 | $940 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 30 | $839 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.0% | 2 | $57 |
| FMR LLC | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is AMJ's weight in each manager's 13F, not the share of JPMorgan Alerian MLP Index the manager owns.