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
Q2 		$96.6K Sell
1,329
-14,793
-92% -$1.11M ﹤0.01% 6080
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 – 7284
2023
Q1 		$1K Buy
+7
New +$551 ﹤0.01% 6546
2022
Q4 		– Sell
-310
Closed -$22K – 6941
2022
Q3 		$22K Buy
+310
New +$21.9K ﹤0.01% 5777
2021
Q3 		– Sell
-688
Closed -$28K – 6751
2021
Q2 		$28K Buy
+688
New +$24.6K ﹤0.01% 5874
2021
Q1 		– Sell
-100
Closed -$3K – 6314
2020
Q4 		$3K Buy
+100
New +$2.92K ﹤0.01% 5493
2020
Q2 		– Sell
-39
Closed -$1K – 5658
2020
Q1 		$1K Buy
+39
New +$1.38K ﹤0.01% 5213

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

JP Morgan Chase reduced its Sabine Royalty Trust (SBR) stake by 92% in Q2 2026, selling an estimated $1.11M and leaving 1,329 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6080.

JP Morgan Chase first reported a position in SBR in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.02M in Q4 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • JP Morgan Chase held 1,329 shares of Sabine Royalty Trust worth $96.6K as of Q2 2026.
  • JP Morgan Chase sold 14,793 Sabine Royalty Trust shares in Q2 2026, an estimated $1.11M.
  • Sabine Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6080 holding.
  • JP Morgan Chase first reported a position in Sabine Royalty Trust in Q1 2020 and has held it in 17 quarters since.
  • JP Morgan Chase's Sabine Royalty Trust position peaked at $2.02M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

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