JP Morgan Chase
SBR

JP Morgan Chase’s Sabine Royalty Trust SBR Stock Holding History

JP Morgan Chase’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Sell
16,122
-13,305
-45% -$949K ﹤0.01% 4465
2025
Q4 		$2.02M Buy
29,427
+14,065
+92% +$1.02M ﹤0.01% 4064
2025
Q3 		$1.22M Buy
15,362
+11,345
+282% +$810K ﹤0.01% 4440
2025
Q2 		$268K Sell
4,017
-673
-14% -$44.2K ﹤0.01% 5089
2025
Q1 		$317K Buy
4,690
+3,946
+530% +$263K ﹤0.01% 5041
2024
Q4 		$48.2K Sell
744
-284
-28% -$17.8K ﹤0.01% 6027
2024
Q3 		$63.5K Buy
1,028
+456
+80% +$28.6K ﹤0.01% 5902
2024
Q2 		$37K Sell
572
-86
-13% -$5.55K ﹤0.01% 5970
2024
Q1 		$41.8K Sell
658
-100
-13% -$6.25K ﹤0.01% 6006
2023
Q4 		$51.4K Sell
758
-2,599
-77% -$164K ﹤0.01% 5991
2023
Q3 		$221K Buy
+3,357
New +$221K ﹤0.01% 5011
2023
Q2 		– Sell
-7
Closed -$1K – 7291
2023
Q1 		$1K Buy
+7
New +$551 ﹤0.01% 6546
2022
Q4 		– Sell
-310
Closed -$22K – 6948
2022
Q3 		$22K Buy
+310
New +$21.9K ﹤0.01% 5777
2021
Q3 		– Sell
-688
Closed -$28K – 6758
2021
Q2 		$28K Buy
+688
New +$24.6K ﹤0.01% 5874
2021
Q1 		– Sell
-100
Closed -$3K – 6321
2020
Q4 		$3K Buy
+100
New +$2.92K ﹤0.01% 5493
2020
Q2 		– Sell
-39
Closed -$1K – 5660
2020
Q1 		$1K Buy
+39
New +$1.38K ﹤0.01% 5213

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return