Alerian MLP ETN2044AMJBETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 68 institutions reported holding Alerian MLP ETN2044 (AMJB) in their 13F filings, up 11 from Q3 2025. 10 opened new positions and 2 sold out. The largest holders were CIBC Private Wealth Group LLC ($103.8M), JPMorgan Chase & Co. ($70.1M) and Equitable Holdings, Inc. ($35.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Alerian MLP ETN2044
- Filed as
- JPMORGAN CHASE FINL CO LLC (Q4 2025)
- CUSIP
- 48133Q309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.5M |
| Exits | 2 | $3.1M |
All 13F filers, Q3 2025 → Q4 2025: 891,742 shares bought and 673,887 shares sold, net +217,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| CIBC Private Wealth Group LLC | 0.18% | Reduce -1.1% | 3,469,458 | $103.8M |
| JPMorgan Chase & Co. | 0.00% | Add +16.7% | 2,345,023 | $70.1M |
| Equitable Holdings, Inc. | 0.24% | Add +11.1% | 1,196,060 | $35.8M |
| Keybank National Association | 0.07% | Add +0.9% | 648,345 | $19.4M |
| LPL Financial LLC | 0.00% | Add +2.4% | 501,990 | $15.0M |
| Waverly Advisors, LLC | 0.10% | Reduce -15.1% | 431,543 | $12.9M |
| Osborne Partners Capital Management, LLC | 0.57% | Reduce -1.8% | 368,629 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.3% | 327,938 | $9.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.7% | 280,031 | $8.4M |
| Nicolet Advisory Services, LLC | 0.44% | Reduce -57.0% | 211,761 | $6.5M |
| FF Advisors,LLC | 2.35% | Add +11.4% | 176,098 | $5.3M |
| MAI Capital Management | 0.03% | Reduce -6.0% | 173,475 | $5.2M |
| Noesis Capital Mangement Corp. | 0.68% | New | 157,742 | $4.7M |
| Vident Advisory, LLC | 0.04% | Reduce -12.1% | 146,181 | $4.4M |
| Lake Street Private Wealth, LLC | 0.53% | Add +8.4% | 144,810 | $4.3M |
| Nicolet Bankshares Inc. | 0.69% | Reduce -26.5% | 143,292 | $4.3M |
| Risk Paradigm Group, LLC | 2.91% | — | 101,073 | $3.0M |
| Everett Harris & Co. | 0.04% | Reduce -2.2% | 100,890 | $3.0M |
| Smallwood Wealth Investment Management, LLC | 1.44% | Reduce -3.0% | 92,080 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | No change | 92,000 | $2.8M |
| Argyle Capital Partners, LLC | 1.61% | Add +4.3% | 73,855 | $2.2M |
| Americana Partners, LLC | 0.06% | New | 68,549 | $2.1M |
| My Personal CFO, LLC | 0.78% | New | 62,124 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 54,922 | $1.6M |
| Hancock Whitney Corp. | 0.03% | Reduce -2.3% | 48,020 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 46,120 | $1.4M |
| Benchmark Financial, LLC | 1.34% | — | 45,035 | $1.3M |
| Parkside Financial Bank & Trust | 0.09% | Reduce -19.7% | 41,824 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +27.9% | 40,567 | $1.2M |
| Beckerman Institutional, LLC | 0.65% | Add +0.8% | 38,625 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.09% | No change | 37,700 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -1.4% | 34,683 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Reduce -7.5% | 34,354 | $1.0M |
| Commerce Bank | 0.01% | Reduce -5.1% | 32,110 | $960K |
| Cura Wealth Advisors, LLC | 0.36% | New | 31,643 | $946K |
| Creative Planning | 0.00% | Add +103.0% | 29,815 | $892K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -40.8% | 29,224 | $874K |
| Kestra Advisory Services, LLC | 0.00% | No change | 28,100 | $840K |
| Evoke Wealth, LLC | 0.01% | Add +0.6% | 21,737 | $650K |
| Waystone Advisors LLC | 0.56% | — | 21,644 | $647K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.8% | 19,606 | $586K |
| Cetera Investment Advisers | 0.00% | Reduce -9.9% | 16,675 | $499K |
| Eagle Global Advisors LLC | 0.02% | Add +8.0% | 14,770 | $442K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -35.8% | 13,449 | $401K |
| Citadel Advisors | 0.00% | New | 13,348 | $399K |
| North Capital, Inc. | 0.33% | Add +58.5% | 12,808 | $383K |
| Raymond James Financial Inc. | 0.00% | No change | 12,507 | $374K |
| Pacific Center for Financial Services | 0.09% | No change | 12,560 | $371K |
| Covenant Asset Management, LLC | 0.06% | Add +1.5% | 10,955 | $328K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.7% | 10,230 | $306K |
| AQR Capital Management | 0.00% | New | 9,524 | $285K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.0% | 9,051 | $271K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,785 | $263K |
| Ethos Capital Management, Inc. | 0.24% | — | 8,449 | $253K |
| Private Capital Management, LLC | 0.02% | Add +1.0% | 7,852 | $235K |
| Mariner, LLC | 0.00% | Reduce -14.1% | 7,387 | $221K |
| Parallel Advisors, LLC | 0.00% | New | 5,060 | $151K |
| Avalon Trust Co | 0.01% | No change | 4,945 | $148K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.4% | 4,409 | $132K |
| Elequin Capital, LP | 0.02% | New | 3,427 | $103K |
| Wells Fargo & Company | 0.00% | Add +1925.0% | 2,754 | $82K |
| Montag A & Associates Inc. | 0.00% | No change | 2,000 | $60K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 943 | $28K |
| Private Trust Co. NA | 0.00% | No change | 858 | $26K |
| Royal Bank of Canada | 0.00% | Add +351.1% | 627 | $19K |
| UBS Group AG | 0.00% | New | 468 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +30.1% | 359 | $11K |
| US Bancorp \de | 0.00% | New | 20 | $598 |
"% of holder's portfolio" is AMJB's weight in each manager's 13F, not the share of Alerian MLP ETN2044 the manager owns.