Alerian MLP ETN2044AMJBETF

13F holders, Q2 2026 (June 30)
73holders +3
5new positions
2sold out
1famous investor
$34.47avg. 13F price*

At the end of Q2 2026, 73 institutions reported holding Alerian MLP ETN2044 (AMJB) in their 13F filings, up 3 from Q1 2026. 5 opened new positions and 2 sold out. The largest holders were CIBC Bancorp USA Inc. ($137.3M), JPMorgan Chase & Co. ($65.7M) and Equitable Holdings, Inc. ($47.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Alerian MLP ETN2044
Filed as
JPMORGAN CHASE FINL CO LLC (Q2 2026)
CUSIP
48133Q309
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 2Q1 2024Q2 2024: 57Q2 2024Q3 2024: 60Q3 2024Q4 2024: 54Q4 2024Q1 2025: 62Q1 2025Q2 2025: 57Q2 2025Q3 2025: 57Q3 2025Q4 2025: 68Q4 2025Q1 2026: 70Q1 2026Q2 2026: 73Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$2.4M
Exits2$245K

All 13F filers, Q1 2026 → Q2 2026: 619,403 shares bought and 397,671 shares sold, net +221,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

CIBC Bancorp USA Inc. 0.17% Add +7.5% 3,983,296 $137.3M
JPMorgan Chase & Co. 0.00% Reduce -11.8% 1,907,023 $65.7M
Equitable Holdings, Inc. 0.28% Add +7.7% 1,380,520 $47.6M
Keybank National Association 0.07% Add +0.8% 599,629 $20.7M
LPL Financial LLC 0.00% Add +4.2% 530,493 $18.3M
Osborne Partners Capital Management, LLC 0.70% Reduce -0.9% 364,721 $12.6M
Nicolet Bankshares Inc. 0.35% Reduce -2.4% 322,369 $11.0M
Waverly Advisors, LLC 0.06% Reduce -9.7% 319,590 $11.0M
Goldman Sachs Group Inc. 0.00% Reduce -8.9% 311,777 $10.8M
Baird Financial Group, Inc. 0.01% Add +1.4% 271,646 $9.4M
FF Advisors,LLC 2.62% Add +2.3% 203,102 $7.0M
MAI Capital Management 0.02% Add +10.5% 189,489 $6.5M
Vident Advisory, LLC 0.04% Reduce -13.9% 167,115 $5.8M
RPg Family Wealth Advisory, LLC 0.95% Add +37.4% 165,639 $5.7M
Noesis Capital Mangement Corp. 0.65% Add +0.6% 157,497 $5.4M
Risk Paradigm Group, LLC 4.07% Add +34.1% 150,358 $5.2M
Lake Street Private Wealth, LLC 0.57% Reduce -2.9% 142,795 $4.9M
Everett Harris & Co. 0.04% Add +0.6% 99,310 $3.4M
Smallwood Wealth Investment Management, LLC 1.41% Add +1.6% 93,326 $3.2M
United Capital Financial Advisors, LLC 0.02% No change 92,000 $3.2M
Argyle Capital Partners, LLC 1.62% Add +5.8% 74,702 $2.6M
Americana Partners, LLC 0.06% Add +3.8% 73,667 $2.5M
Morgan Stanley 0.00% Add +15.3% 63,569 $2.2M
My Personal CFO, LLC 0.84% Reduce -0.1% 62,084 $2.1M
UBS Group AG 0.00% Add +0.2% 61,845 $2.1M
Benchmark Financial, LLC 1.37% Reduce -0.2% 48,654 $1.7M
Susquehanna International Group, LLP 0.00% New 42,205 $1.5M
Beckerman Institutional, LLC 0.69% Add +3.8% 41,857 $1.4M
HighTower Advisors, LLC 0.00% Reduce -11.9% 41,213 $1.4M
Hancock Whitney Corp. 0.02% Reduce -12.9% 40,925 $1.4M
Wellspring Financial Advisors, LLC 0.08% No change 37,224 $1.3M
Kestra Advisory Services, LLC 0.00% Add +2.1% 35,043 $1.2M
Regal Investment Advisors LLC 0.06% Reduce -0.4% 34,710 $1.2M
IFP Advisors, Inc 0.02% Reduce -0.9% 34,383 $1.2M
Cura Wealth Advisors, LLC 0.46% Reduce -1.6% 31,143 $1.1M
Parkside Financial Bank & Trust 0.06% Reduce -4.4% 26,669 $920K
Waystone Advisors LLC 0.68% Reduce -2.9% 26,418 $911K
Creative Planning 0.00% No change 24,575 $848K
Commerce Bank 0.00% Reduce -19.8% 20,547 $709K
NewEdge Advisors, LLC 0.00% Add +236.2% 20,355 $702K
Pacific Center for Financial Services 0.15% Add +1.4% 20,059 $692K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.3% 18,258 $630K
Cetera Investment Advisers 0.00% Add +1.5% 17,648 $609K
Eagle Global Advisors LLC 0.02% No change 14,770 $509K
Raymond James Financial Inc. 0.00% Add +11.2% 13,999 $483K
North Capital, Inc. 0.33% Reduce -1.5% 12,582 $434K
Stonebridge Financial Group, LLC 0.06% — 12,108 $417K
Cambridge Investment Research Advisors, Inc. 0.00% New 11,652 $402K
Covenant Asset Management, LLC 0.07% No change 10,955 $378K
Janney Montgomery Scott LLC 0.00% Add +8.0% 10,744 $371K
Activest Wealth Management 0.06% New 9,392 $324K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.3% 9,079 $313K
Cresset Asset Management, LLC 0.00% No change 8,785 $303K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.5% 7,698 $268K
Private Capital Management, LLC 0.02% Reduce -5.0% 7,343 $253K
Mariner, LLC 0.00% Reduce -1.4% 7,324 $253K
AQR Capital Management 0.00% Reduce -4.5% 7,235 $250K
Crestwood Advisors Group, LLC 0.00% Reduce -54.3% 6,818 $235K
First Horizon Corp. 0.01% New 6,171 $213K
Parallel Advisors, LLC 0.00% Reduce -9.9% 5,660 $195K
Avalon Trust Co 0.01% No change 4,945 $171K
Osaic Holdings, Inc. 0.00% No change 4,444 $153K
Elequin Capital, LP 0.02% No change 3,427 $118K
Montag A & Associates Inc. 0.00% No change 2,000 $69K
Rockefeller Capital Management L.P. 0.00% No change 1,407 $49K
US Bancorp \de 0.00% New 970 $33K
Boyd Watterson Asset Management LLC 0.01% No change 943 $33K
Private Trust Co. NA 0.00% No change 858 $30K
Royal Bank of Canada 0.00% No change 627 $22K
Arax Advisory Partners 0.00% Add +23.1% 635 $22K
Harbour Investments, Inc. 0.00% No change 348 $12K
Wolff Wiese Magana LLC 0.00% No change 35 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 20 $690

"% of holder's portfolio" is AMJB's weight in each manager's 13F, not the share of Alerian MLP ETN2044 the manager owns.