Alerian MLP ETN2044AMJBETF

13F holders, Q1 2025 (March 31)
62holders +8
8new positions
2sold out
1famous investor
$31.04avg. 13F price*

At the end of Q1 2025, 62 institutions reported holding Alerian MLP ETN2044 (AMJB) in their 13F filings, up 8 from Q4 2024. 8 opened new positions and 2 sold out. The largest holders were CIBC Private Wealth Group LLC ($93.0M), JPMorgan Chase & Co. ($90.6M) and Morgan Stanley ($30.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alerian MLP ETN2044
Filed as
JPMORGAN CHASE FINL CO LLC (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$24.1M
Exits2$1.3M

All 13F filers, Q4 2024 → Q1 2025: 1,032,953 shares bought and 2,597,411 shares sold, net −1,564,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

CIBC Private Wealth Group LLC 0.20% Add +1.8% 3,396,366 $93.0M
JPMorgan Chase & Co. 0.01% Reduce -45.3% 2,790,023 $90.6M
Morgan Stanley 0.00% Add +0.2% 939,818 $30.5M
Equitable Holdings, Inc. 0.26% Add +4.2% 856,631 $27.8M
Keybank National Association 0.08% Reduce -0.7% 648,747 $21.1M
NBW Capital LLC 3.86% Reduce -15.0% 535,320 $17.4M
Waverly Advisors, LLC 0.21% New 535,320 $17.4M
Goldman Sachs Group Inc. 0.00% Add +0.7% 424,550 $13.8M
LPL Financial LLC 0.01% Add +43.5% 421,963 $13.7M
Nicolet Advisory Services, LLC 1.28% Reduce -4.3% 460,899 $12.9M
Osborne Partners Capital Management, LLC 0.72% Reduce -1.7% 386,637 $12.6M
Baird Financial Group, Inc. 0.02% Reduce -2.6% 306,396 $10.0M
Nicolet Bankshares Inc. 1.33% Reduce -0.9% 203,240 $6.6M
Vident Advisory, LLC 0.09% Add +0.6% 194,652 $6.3M
MAI Capital Management 0.05% Reduce -0.8% 188,311 $6.1M
FF Advisors,LLC 2.60% Add +7.3% 152,971 $4.5M
Everett Harris & Co. 0.05% Reduce -1.9% 107,730 $3.5M
Parkside Financial Bank & Trust 0.44% Reduce -39.5% 105,703 $3.4M
Citadel Advisors 0.00% New 100,931 $3.3M
Lake Street Private Wealth, LLC 0.52% Add +1.0% 97,810 $3.2M
New England Asset Management Inc. 0.51% No change 92,750 $3.0M
United Capital Financial Advisors, LLC 0.03% No change 92,000 $3.0M
Smallwood Wealth Investment Management, LLC 1.79% Add +2.2% 87,664 $2.8M
Crestwood Advisors Group, LLC 0.04% New 62,516 $2.0M
HighTower Advisors, LLC 0.00% Add +0.1% 54,193 $1.8M
Hancock Whitney Corp. 0.05% Add +3.7% 51,226 $1.7M
Beckerman Institutional, LLC 0.89% Add +12.9% 37,973 $1.2M
Regal Investment Advisors LLC 0.10% Reduce -11.8% 37,730 $1.2M
Commerce Bank 0.01% Add +3.2% 36,204 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -1.2% 28,100 $913K
Wolverine Trading, LLC 0.03% New 24,323 $793K
IFP Advisors, Inc 0.02% Add +9441.2% 23,853 $775K
Evoke Wealth, LLC 0.02% Add +0.5% 21,359 $694K
Peak Asset Management, LLC 0.12% Reduce -17.0% 20,138 $654K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -43.5% 19,998 $650K
Steward Partners Investment Advisory, LLC 0.00% Add +41.2% 15,317 $497K
Eagle Global Advisors LLC 0.02% No change 14,970 $486K
Creative Planning 0.00% Add +10.6% 14,592 $474K
VestGen Advisors, LLC 0.02% — 13,225 $430K
Raymond James Financial Inc. 0.00% Add +0.4% 12,778 $415K
Janney Montgomery Scott LLC 0.00% Add +13.3% 12,507 $406K
Cetera Investment Advisers 0.00% Add +16.3% 11,954 $388K
Covenant Asset Management, LLC 0.09% No change 10,789 $350K
Susquehanna International Group, LLP 0.00% Add +20.8% 10,197 $331K
Pacific Center for Financial Services 0.08% Add +696.4% 8,975 $292K
Jefferies Financial Group Inc. 0.01% Add +3.8% 8,745 $284K
North Capital, Inc. 0.25% — 8,203 $266K
Private Capital Management, LLC 0.03% Add +0.9% 7,909 $257K
Avantax Advisory Services, Inc. 0.00% Reduce -15.8% 7,856 $255K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -51.9% 7,420 $241K
Corient Private Wealth LP 0.00% New 6,445 $209K
&partners 0.00% New 6,246 $204K
Mariner, LLC 0.00% New 6,229 $202K
MeadowBrook Investment Advisors LLC 0.15% Reduce -23.9% 4,840 $157K
Osaic Holdings, Inc. 0.00% Reduce -2.7% 4,301 $140K
Montag A & Associates Inc. 0.00% No change 2,000 $65K
Hara Capital LLC 0.02% Reduce -53.3% 985 $32K
Boyd Watterson Asset Management LLC 0.01% No change 943 $31K
Greenline Partners, LLC 0.00% No change 840 $27K
Private Trust Co. NA 0.00% No change 795 $26K
US Bancorp \de 0.00% New 500 $16K
Harbour Investments, Inc. 0.00% Reduce -1.3% 149 $5K

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