JP Morgan Chase
SJT

JP Morgan Chase’s San Juan Basin Royalty Trust SJT Stock Holding History

JP Morgan Chase’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$1.39K – 7844
2023
Q3 		$1.39K Buy
+200
New +$1.44K ﹤0.01% 6602
2023
Q1 		– Sell
-4
Closed – – 7180
2022
Q4 		$0 Buy
+4
New +$44 ﹤0.01% 6953
2021
Q4 		– Sell
-9
Closed – – 6930
2021
Q3 		$0 Buy
+9
New +$44 ﹤0.01% 6764
2018
Q4 		– Sell
-560
Closed -$3K – 5923
2018
Q3 		$3K Buy
+560
New +$3.21K ﹤0.01% 5590
2017
Q1 		– Sell
-144
Closed -$1K – 5209
2016
Q4 		$1K Buy
+144
New +$907 ﹤0.01% 4962
2014
Q4 		– Sell
-17,000
Closed -$323K – 4345
2014
Q3 		$323K Hold
17,000
– – ﹤0.01% 3820
2014
Q2 		$328K Hold
17,000
– – ﹤0.01% 3246
2014
Q1 		$300K Hold
17,000
– – ﹤0.01% 3289
2013
Q4 		$285K Hold
17,000
– – ﹤0.01% 3697
2013
Q3 		$272K Hold
17,000
– – ﹤0.01% 3909
2013
Q2 		$272K Buy
+17,000
New +$263K ﹤0.01% 3863

Other funds holding SJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

JP Morgan Chase's SJT Position: Q4 2023 in Review

JP Morgan Chase sold out of San Juan Basin Royalty Trust (SJT) in Q4 2023, closing a stake of 200 shares — an estimated $1.39K sold.

JP Morgan Chase first reported a position in SJT in Q2 2013 and held it in 11 quarters. The position peaked at $328K in Q2 2014. 97 funds tracked by Wall St. Rank hold SJT as of Q4 2023.

  • JP Morgan Chase reported no remaining San Juan Basin Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 200 San Juan Basin Royalty Trust shares in Q4 2023, an estimated $1.39K.
  • JP Morgan Chase first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 11 quarters.
  • JP Morgan Chase's San Juan Basin Royalty Trust position peaked at $328K in Q2 2014.
  • 97 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.