JP Morgan Chase
PBT

JP Morgan Chase’s Permian Basin Royalty Trust PBT Stock Holding History

JP Morgan Chase’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Sell
109,412
-17,200
-14% -$435K ﹤0.01% 3953
2026
Q1 		$2.76M Buy
126,612
+25,528
+25% +$497K ﹤0.01% 3854
2025
Q4 		$1.72M Buy
101,084
+210
+0.2% +$3.76K ﹤0.01% 4203
2025
Q3 		$1.84M Sell
100,874
-3,424
-3% -$53.4K ﹤0.01% 4145
2025
Q2 		$1.3M Buy
104,298
+99,829
+2,234% +$1.06M ﹤0.01% 4222
2025
Q1 		$44.3K Sell
4,469
-313
-7% -$3.4K ﹤0.01% 5920
2024
Q4 		$53K Buy
4,782
+2,250
+89% +$27K ﹤0.01% 5993
2024
Q3 		$30.1K Buy
2,532
+632
+33% +$7.11K ﹤0.01% 6146
2024
Q2 		$21.4K Hold
1,900
– – ﹤0.01% 6118
2024
Q1 		$23K Hold
1,900
– – ﹤0.01% 6193
2023
Q4 		$26.5K Sell
1,900
-2,927
-61% -$52.4K ﹤0.01% 6183
2023
Q3 		$103K Hold
4,827
– – ﹤0.01% 5458
2023
Q2 		$120K Buy
4,827
+2,927
+154% +$72.3K ﹤0.01% 5379
2023
Q1 		$46K Sell
1,900
-1,500
-44% -$35.7K ﹤0.01% 5729
2022
Q4 		$86K Hold
3,400
– – ﹤0.01% 5416
2022
Q3 		$56K Hold
3,400
– – ﹤0.01% 5509
2022
Q2 		$56K Buy
3,400
+1,500
+79% +$23.3K ﹤0.01% 5623
2022
Q1 		$24K Hold
1,900
– – ﹤0.01% 6035
2021
Q4 		$19K Hold
1,900
– – ﹤0.01% 6234
2021
Q3 		$11K Hold
1,900
– – ﹤0.01% 6156
2021
Q2 		$11K Hold
1,900
– – ﹤0.01% 6027
2021
Q1 		$8K Hold
1,900
– – ﹤0.01% 5820
2020
Q4 		$6K Buy
+1,900
New +$5.26K ﹤0.01% 5435
2017
Q4 		– Sell
-7,094
Closed -$62K – 5540
2017
Q3 		$62K Sell
7,094
-13,294
-65% -$115K ﹤0.01% 4423
2017
Q2 		$177K Hold
20,388
– – ﹤0.01% 4020
2017
Q1 		$191K Hold
20,388
– – ﹤0.01% 4086
2016
Q4 		$157K Buy
20,388
+14,288
+234% +$104K ﹤0.01% 4259
2016
Q3 		$43K Buy
6,100
+4,551
+294% +$31.7K ﹤0.01% 4071
2016
Q2 		$11K Sell
1,549
-9,472
-86% -$64.3K ﹤0.01% 4322
2016
Q1 		$68K Hold
11,021
– – ﹤0.01% 3829
2015
Q4 		$56K Hold
11,021
– – ﹤0.01% 3896
2015
Q3 		$67K Hold
11,021
– – ﹤0.01% 3776
2015
Q2 		$89K Sell
11,021
-10,000
-48% -$86.9K ﹤0.01% 3886
2015
Q1 		$170K Hold
21,021
– – ﹤0.01% 3859
2014
Q4 		$201K Hold
21,021
– – ﹤0.01% 4028
2014
Q3 		$286K Sell
21,021
-3,520
-14% -$49.4K ﹤0.01% 3875
2014
Q2 		$350K Sell
24,541
-8,676
-26% -$120K ﹤0.01% 3231
2014
Q1 		$438K Buy
33,217
+12,196
+58% +$158K ﹤0.01% 3180
2013
Q4 		$271K Hold
21,021
– – ﹤0.01% 3724
2013
Q3 		$300K Hold
21,021
– – ﹤0.01% 3871
2013
Q2 		$279K Buy
+21,021
New +$272K ﹤0.01% 3850

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase's PBT Position: Q2 2026 in Review

JP Morgan Chase reduced its Permian Basin Royalty Trust (PBT) stake by 14% in Q2 2026, selling an estimated $435K and leaving 109,412 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3953.

JP Morgan Chase first reported a position in PBT in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.76M in Q1 2026. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • JP Morgan Chase held 109,412 shares of Permian Basin Royalty Trust worth $2.73M as of Q2 2026.
  • JP Morgan Chase sold 17,200 Permian Basin Royalty Trust shares in Q2 2026, an estimated $435K.
  • Permian Basin Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3953 holding.
  • JP Morgan Chase first reported a position in Permian Basin Royalty Trust in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Chase's Permian Basin Royalty Trust position peaked at $2.76M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.