Alerian MLP ETN2044AMJBETF

13F holders, Q4 2025 (December 31)
68holders +11
10new positions
2sold out
2famous investors
$29.93avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$10.5M
Exits2$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.