JP Morgan Chase
BPT

JP Morgan Chase’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

JP Morgan Chase’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,442
Closed -$27.5K – 7404
2024
Q3 		$27.5K Hold
25,442
– – ﹤0.01% 6163
2024
Q2 		$62.8K Buy
+25,442
New +$61.4K ﹤0.01% 5761
2024
Q1 		– Sell
-10,500
Closed -$25.9K – 7439
2023
Q4 		$25.9K Buy
+10,500
New +$42.7K ﹤0.01% 6189
2023
Q2 		– Sell
-6,037
Closed -$46K – 6932
2023
Q1 		$46K Buy
6,037
+5,937
+5,937% +$63.4K ﹤0.01% 5727
2022
Q4 		$1K Buy
+100
New +$1.3K ﹤0.01% 6378
2020
Q3 		– Sell
-211
Closed -$1K – 5486
2020
Q2 		$1K Sell
211
-3,727
-95% -$15.7K ﹤0.01% 5288
2020
Q1 		$21K Sell
3,938
-1,853
-32% -$12.3K ﹤0.01% 4931
2019
Q4 		$40K Sell
5,791
-11
-0.2% -$82 ﹤0.01% 5185
2019
Q3 		$53K Buy
5,802
+3,396
+141% +$35.1K ﹤0.01% 5150
2019
Q2 		$37K Buy
+2,406
New +$47.3K ﹤0.01% 5283
2018
Q2 		– Sell
-200
Closed -$5K – 5546
2018
Q1 		$5K Hold
200
– – ﹤0.01% 5242
2017
Q4 		$4K Buy
+200
New +$4.05K ﹤0.01% 5333
2016
Q4 		– Sell
-100
Closed -$2K – 4999
2016
Q3 		$2K Sell
100
-100
-50% -$1.72K ﹤0.01% 4428
2016
Q2 		$4K Hold
200
– – ﹤0.01% 4478
2016
Q1 		$3K Hold
200
– – ﹤0.01% 4447
2015
Q4 		$5K Buy
+200
New +$7.04K ﹤0.01% 4329
2014
Q2 		– Sell
-15,667
Closed -$1.32M – 3509
2014
Q1 		$1.32M Buy
15,667
+7,934
+103% +$638K ﹤0.01% 2731
2013
Q4 		$615K Hold
7,733
– – ﹤0.01% 3379
2013
Q3 		$670K Sell
7,733
-727
-9% -$64.1K ﹤0.01% 3496
2013
Q2 		$814K Buy
+8,460
New +$727K ﹤0.01% 3382

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

JP Morgan Chase's BPT Position: Q4 2024 in Review

JP Morgan Chase sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2024, closing a stake of 25,442 shares — an estimated $27.5K sold.

JP Morgan Chase first reported a position in BPT in Q2 2013 and held it in 20 quarters. The position peaked at $1.32M in Q1 2014. 55 funds tracked by Wall St. Rank hold BPT as of Q4 2024.

  • JP Morgan Chase reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 25,442 BP Prudhoe Bay Royalty Trust shares in Q4 2024, an estimated $27.5K.
  • JP Morgan Chase first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2013 and held it in 20 quarters.
  • JP Morgan Chase's BP Prudhoe Bay Royalty Trust position peaked at $1.32M in Q1 2014.
  • 55 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.