JP Morgan Chase
MMP

JP Morgan Chase’s Magellan Midstream Partners, L.P. MMP Stock Holding History

JP Morgan Chase’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,033,800
Closed -$314M – 7820
2023
Q2 		$314M Buy
5,033,800
+3,400,925
+208% +$199M 0.03% 434
2023
Q1 		$88.6M Buy
1,632,875
+449,588
+38% +$23.8M 0.01% 843
2022
Q4 		$59.4M Sell
1,183,287
-135,134
-10% -$6.86M 0.01% 1022
2022
Q3 		$62.6M Sell
1,318,421
-163,173
-11% -$8.19M 0.01% 940
2022
Q2 		$70.8M Buy
1,481,594
+50,142
+4% +$2.5M 0.01% 888
2022
Q1 		$70.2M Buy
1,431,452
+908,056
+173% +$43.9M 0.01% 1003
2021
Q4 		$24.3M Sell
523,396
-1,165,169
-69% -$55.1M ﹤0.01% 1655
2021
Q3 		$77M Sell
1,688,565
-495,001
-23% -$23.5M 0.01% 983
2021
Q2 		$107M Buy
2,183,566
+191,229
+10% +$9.27M 0.01% 870
2021
Q1 		$86.4M Sell
1,992,337
-504,286
-20% -$22.1M 0.01% 918
2020
Q4 		$106M Buy
2,496,623
+290,245
+13% +$11.6M 0.02% 758
2020
Q3 		$77M Sell
2,206,378
-288,610
-12% -$11.4M 0.01% 789
2020
Q2 		$108M Sell
2,494,988
-394,796
-14% -$16.7M 0.02% 629
2020
Q1 		$105M Buy
2,889,784
+1,189,551
+70% +$63.9M 0.02% 551
2019
Q4 		$107M Sell
1,700,233
-124,197
-7% -$7.74M 0.02% 646
2019
Q3 		$121M Sell
1,824,430
-1,079,067
-37% -$71M 0.02% 605
2019
Q2 		$184M Sell
2,903,497
-1,293,611
-31% -$80.3M 0.04% 482
2019
Q1 		$254M Sell
4,197,108
-51,903
-1% -$3.14M 0.05% 367
2018
Q4 		$242M Buy
4,249,011
+2,072
+0% +$128K 0.06% 346
2018
Q3 		$288M Sell
4,246,939
-87,653
-2% -$6.08M 0.06% 348
2018
Q2 		$299M Sell
4,334,592
-380,718
-8% -$25.6M 0.06% 330
2018
Q1 		$275M Buy
4,715,310
+172,921
+4% +$11.6M 0.06% 335
2017
Q4 		$322M Buy
4,542,389
+225,861
+5% +$15.4M 0.07% 302
2017
Q3 		$305M Buy
4,316,528
+495,394
+13% +$34.2M 0.07% 303
2017
Q2 		$272M Buy
3,821,134
+57,597
+2% +$4.23M 0.06% 319
2017
Q1 		$289M Buy
3,763,537
+277,575
+8% +$21.5M 0.07% 294
2016
Q4 		$264M Buy
3,485,962
+144,523
+4% +$10.1M 0.06% 310
2016
Q3 		$236M Sell
3,341,439
-287,095
-8% -$20.5M 0.06% 330
2016
Q2 		$276M Sell
3,628,534
-114,384
-3% -$8.11M 0.07% 302
2016
Q1 		$258M Sell
3,742,918
-310,333
-8% -$20.3M 0.07% 317
2015
Q4 		$275M Buy
4,053,251
+403,407
+11% +$26.1M 0.07% 302
2015
Q3 		$219M Sell
3,649,844
-647,714
-15% -$44.2M 0.06% 342
2015
Q2 		$315M Sell
4,297,558
-36,350
-0.8% -$2.92M 0.07% 290
2015
Q1 		$332M Sell
4,333,908
-484,472
-10% -$38.7M 0.08% 293
2014
Q4 		$398M Buy
4,818,380
+314,249
+7% +$25.7M 0.09% 255
2014
Q3 		$379M Sell
4,504,131
-152,813
-3% -$12.7M 0.09% 252
2014
Q2 		$391M Sell
4,656,944
-410,397
-8% -$32.2M 0.1% 231
2014
Q1 		$353M Sell
5,067,341
-117,491
-2% -$7.82M 0.1% 228
2013
Q4 		$328M Sell
5,184,832
-503,857
-9% -$30.1M 0.09% 239
2013
Q3 		$321M Sell
5,688,689
-219,669
-4% -$12.1M 0.1% 243
2013
Q2 		$322M Buy
+5,908,358
New +$310M 0.1% 235

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

JP Morgan Chase's MMP Position: Q3 2023 in Review

JP Morgan Chase sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,033,800 shares — an estimated $314M sold.

JP Morgan Chase first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $398M in Q4 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • JP Morgan Chase reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Chase sold 5,033,800 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $314M.
  • JP Morgan Chase first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • JP Morgan Chase's Magellan Midstream Partners, L.P. position peaked at $398M in Q4 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.