Alerian MLP ETN2044AMJBETF

13F holders, Q2 2025 (June 30)
57holders −5
3new positions
8sold out
1famous investor
$30.28avg. 13F price*

At the end of Q2 2025, 57 institutions reported holding Alerian MLP ETN2044 (AMJB) in their 13F filings, down 5 from Q1 2025. 3 opened new positions and 8 sold out. The largest holders were CIBC Private Wealth Group LLC ($104.5M), JPMorgan Chase & Co. ($56.9M) and Equitable Holdings, Inc. ($28.9M). 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$1.4M
Exits8$2.2M

All 13F filers, Q1 2025 → Q2 2025: 349,021 shares bought and 1,880,858 shares sold, net −1,531,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

CIBC Private Wealth Group LLC 0.19% Add +1.7% 3,452,951 $104.5M
JPMorgan Chase & Co. 0.00% Reduce -32.6% 1,880,023 $56.9M
Equitable Holdings, Inc. 0.24% Add +11.5% 954,862 $28.9M
Keybank National Association 0.07% Add +1.9% 661,199 $20.0M
Waverly Advisors, LLC 0.17% Reduce -1.7% 526,432 $15.9M
NBW Capital LLC 3.42% Reduce -2.1% 524,155 $15.9M
Nicolet Advisory Services, LLC 1.25% Add +3.8% 478,274 $14.7M
LPL Financial LLC 0.00% Add +6.3% 448,737 $13.6M
Goldman Sachs Group Inc. 0.00% Add +1.3% 429,863 $13.0M
Osborne Partners Capital Management, LLC 0.61% Reduce -1.9% 379,381 $11.5M
Morgan Stanley 0.00% Reduce -70.9% 273,570 $8.3M
Baird Financial Group, Inc. 0.01% Reduce -13.9% 263,641 $8.0M
Nicolet Bankshares Inc. 1.01% Reduce -5.0% 192,984 $5.8M
Vident Advisory, LLC 0.06% Reduce -3.0% 188,867 $5.7M
MAI Capital Management 0.04% Reduce -0.2% 187,883 $5.7M
FF Advisors,LLC 2.52% Add +4.7% 160,225 $4.8M
Everett Harris & Co. 0.04% Add +0.2% 107,910 $3.3M
Lake Street Private Wealth, LLC 0.44% Add +3.8% 101,485 $3.1M
New England Asset Management Inc. 0.46% No change 92,750 $2.8M
United Capital Financial Advisors, LLC 0.02% No change 92,000 $2.8M
Smallwood Wealth Investment Management, LLC 1.56% Add +2.8% 90,119 $2.7M
Parkside Financial Bank & Trust 0.20% Reduce -43.0% 60,266 $1.8M
Crestwood Advisors Group, LLC 0.03% Reduce -7.1% 58,063 $1.8M
Susquehanna International Group, LLP 0.00% Add +408.4% 51,839 $1.6M
HighTower Advisors, LLC 0.00% Reduce -7.4% 50,200 $1.5M
Hancock Whitney Corp. 0.03% Reduce -3.8% 49,302 $1.5M
Wellspring Financial Advisors, LLC 0.10% New 37,700 $1.1M
Beckerman Institutional, LLC 0.75% Reduce -1.4% 37,442 $1.1M
Regal Investment Advisors LLC 0.08% Reduce -1.7% 37,100 $1.1M
Commerce Bank 0.01% Reduce -1.5% 35,664 $1.1M
IFP Advisors, Inc 0.03% Add +44.1% 34,363 $1.0M
Kestra Advisory Services, LLC 0.00% No change 28,100 $850K
Steward Partners Investment Advisory, LLC 0.01% Add +44.0% 22,060 $668K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.1% 21,622 $660K
Evoke Wealth, LLC 0.02% Add +0.6% 21,482 $650K
Creative Planning 0.00% Add +12.4% 16,400 $496K
Eagle Global Advisors LLC 0.02% Reduce -1.5% 14,750 $446K
VestGen Advisors, LLC 0.02% No change 13,225 $400K
Raymond James Financial Inc. 0.00% Reduce -1.3% 12,608 $382K
Citadel Advisors 0.00% Reduce -87.8% 12,268 $371K
Cetera Investment Advisers 0.00% Reduce -3.5% 11,532 $349K
Covenant Asset Management, LLC 0.07% No change 10,789 $326K
Janney Montgomery Scott LLC 0.00% Reduce -20.4% 9,955 $301K
Osaic Holdings, Inc. 0.00% Add +111.5% 9,098 $286K
Mariner, LLC 0.00% Add +51.4% 9,431 $285K
Pacific Center for Financial Services 0.07% Add +1.4% 9,101 $275K
Cresset Asset Management, LLC 0.00% New 8,785 $266K
North Capital, Inc. 0.21% Reduce -0.1% 8,198 $248K
Avantax Advisory Services, Inc. 0.00% Add +0.9% 7,928 $240K
Private Capital Management, LLC 0.02% Reduce -2.7% 7,694 $233K
Northwestern Mutual Wealth Management Co. 0.00% No change 7,420 $225K
MeadowBrook Investment Advisors LLC 0.16% Add +23.1% 5,960 $180K
Montag A & Associates Inc. 0.00% No change 2,000 $61K
Boyd Watterson Asset Management LLC 0.01% No change 943 $29K
Private Trust Co. NA 0.00% Reduce -12.6% 695 $21K
Harbour Investments, Inc. 0.00% Add +142.9% 362 $11K
Royal Bank of Canada 0.00% New 262 $8K

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