Alerian MLP ETN2044AMJBETF

13F holders, Q1 2026 (March 31)
70holders +2
7new positions
4sold out
1famous investor
$34.16avg. 13F price*

At the end of Q1 2026, 70 institutions reported holding Alerian MLP ETN2044 (AMJB) in their 13F filings, up 2 from Q4 2025. 7 opened new positions and 4 sold out. The largest holders were CIBC Bancorp USA Inc. ($128.1M), JPMorgan Chase & Co. ($75.8M) and Equitable Holdings, Inc. ($38.3M). 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 (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$4.6M
Exits4$1.9M

All 13F filers, Q4 2025 → Q1 2026: 603,105 shares bought and 451,579 shares sold, net +151,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

CIBC Bancorp USA Inc. 0.17% — 3,707,220 $128.1M
JPMorgan Chase & Co. 0.01% Reduce -7.8% 2,161,023 $75.8M
Equitable Holdings, Inc. 0.25% Add +7.2% 1,281,580 $38.3M
Keybank National Association 0.08% Reduce -8.3% 594,755 $20.6M
LPL Financial LLC 0.00% Add +1.4% 509,228 $17.6M
Osborne Partners Capital Management, LLC 0.67% Reduce -0.2% 367,952 $12.7M
Waverly Advisors, LLC 0.09% Reduce -18.0% 353,743 $12.2M
Goldman Sachs Group Inc. 0.00% Add +4.3% 342,169 $11.8M
Nicolet Bankshares Inc. 0.42% Add +130.6% 330,377 $11.3M
Baird Financial Group, Inc. 0.01% Reduce -4.3% 267,872 $9.3M
FF Advisors,LLC 2.75% Add +12.7% 198,481 $6.8M
Vident Advisory, LLC 0.06% Add +32.8% 194,118 $6.7M
MAI Capital Management 0.03% Reduce -1.1% 171,537 $5.9M
Noesis Capital Mangement Corp. 0.80% Reduce -0.8% 156,522 $5.4M
Lake Street Private Wealth, LLC 0.65% Add +1.5% 147,010 $5.1M
RPg Family Wealth Advisory, LLC 0.87% New 120,578 $4.2M
Risk Paradigm Group, LLC 3.31% Add +11.0% 112,148 $3.9M
Everett Harris & Co. 0.04% Reduce -2.1% 98,745 $3.4M
United Capital Financial Advisors, LLC 0.02% No change 92,000 $3.2M
Smallwood Wealth Investment Management, LLC 1.67% Reduce -0.2% 91,902 $3.2M
Americana Partners, LLC 0.06% Add +3.5% 70,982 $2.5M
Argyle Capital Partners, LLC 1.76% Reduce -4.4% 70,604 $2.4M
My Personal CFO, LLC 0.94% No change 62,124 $2.1M
UBS Group AG 0.00% Add +13083.8% 61,700 $2.1M
Morgan Stanley 0.00% Add +0.4% 55,142 $1.9M
Hancock Whitney Corp. 0.03% Reduce -2.1% 47,005 $1.7M
Benchmark Financial, LLC 1.51% Add +8.3% 48,750 $1.7M
HighTower Advisors, LLC 0.00% Add +1.4% 46,777 $1.6M
Beckerman Institutional, LLC 0.74% Add +4.4% 40,324 $1.4M
Wellspring Financial Advisors, LLC 0.10% Reduce -1.3% 37,224 $1.3M
Regal Investment Advisors LLC 0.07% Add +1.4% 34,838 $1.2M
IFP Advisors, Inc 0.02% No change 34,683 $1.2M
Kestra Advisory Services, LLC 0.00% Add +22.1% 34,313 $1.2M
Cura Wealth Advisors, LLC 0.49% No change 31,643 $1.1M
Parkside Financial Bank & Trust 0.07% Reduce -33.3% 27,884 $964K
Waystone Advisors LLC 0.84% Add +25.7% 27,202 $940K
Commerce Bank 0.00% Reduce -20.2% 25,620 $886K
Creative Planning 0.00% Reduce -17.6% 24,575 $850K
Evoke Wealth, LLC 0.01% Add +0.5% 21,841 $755K
Pacific Center for Financial Services 0.17% Add +57.6% 19,790 $684K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.6% 18,314 $633K
Cetera Investment Advisers 0.00% Add +4.2% 17,381 $601K
Crestwood Advisors Group, LLC 0.01% Reduce -49.0% 14,913 $516K
Eagle Global Advisors LLC 0.02% No change 14,770 $511K
North Capital, Inc. 0.37% Reduce -0.3% 12,772 $442K
Raymond James Financial Inc. 0.00% Add +0.7% 12,589 $435K
Covenant Asset Management, LLC 0.08% No change 10,955 $379K
Janney Montgomery Scott LLC 0.00% Reduce -2.8% 9,946 $344K
Northwestern Mutual Wealth Management Co. 0.00% No change 9,051 $313K
Cresset Asset Management, LLC 0.00% No change 8,785 $304K
Private Capital Management, LLC 0.03% Reduce -1.5% 7,733 $267K
AQR Capital Management 0.00% Reduce -20.5% 7,572 $262K
Mariner, LLC 0.00% Add +0.6% 7,430 $257K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -46.2% 7,231 $248K
Parallel Advisors, LLC 0.00% Add +24.1% 6,280 $217K
NewEdge Advisors, LLC 0.00% New 6,055 $209K
Chilton Capital Management LLC 0.01% New 5,194 $180K
Avalon Trust Co 0.01% No change 4,945 $171K
Osaic Holdings, Inc. 0.00% Add +0.8% 4,444 $154K
Elequin Capital, LP 0.04% No change 3,427 $118K
Montag A & Associates Inc. 0.00% No change 2,000 $69K
Wells Fargo & Company 0.00% Reduce -31.0% 1,901 $66K
Rockefeller Capital Management L.P. 0.00% New 1,407 $49K
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% New 516 $18K
Harbour Investments, Inc. 0.00% Reduce -3.1% 348 $12K
Wolff Wiese Magana LLC 0.00% New 35 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% New 20 $691

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