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
2026
Q2 		$2.31K Buy
+782
New +$3.15K ﹤0.01% 7199
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

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase opened a new position in San Juan Basin Royalty Trust (SJT) in Q2 2026: 782 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #7199 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in SJT as recently as Q3 2023.

JP Morgan Chase first reported a position in SJT in Q2 2013 and has held it in 12 quarters since. The position peaked at $328K in Q2 2014. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • JP Morgan Chase held 782 shares of San Juan Basin Royalty Trust worth $2.31K as of Q2 2026.
  • San Juan Basin Royalty Trust was a new JP Morgan Chase position in Q2 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7199 holding.
  • JP Morgan Chase first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 12 quarters since.
  • JP Morgan Chase's San Juan Basin Royalty Trust position peaked at $328K in Q2 2014.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

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