JP Morgan Private Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-843,350	Closed	-$17M	–	1494
2023 Q1	$17M	Sell	843,350 -24,616	-3%	-$504K	0.04%	333
2022 Q4	$17.6M	Sell	867,966 -12,795	-1%	-$290K	0.04%	326
2022 Q3	$20.2M	Buy	880,761 +163,057	+23%	+$3.73M	0.05%	282
2022 Q2	$13.1M	Buy	+717,704	New	+$13M	0.03%	352
2020 Q4	–	Sell	-10,068	Closed	-$28K	–	1706
2020 Q3	$28K	Buy	+10,068	New	+$32.4K	﹤0.01%	1583
2020 Q2	–	Sell	-12,151	Closed	-$38K	–	1550
2020 Q1	$38K	Sell	12,151 -1,050	-8%	-$8.08K	﹤0.01%	1396
2019 Q4	$143K	Hold	13,201	–	–	﹤0.01%	1425
2019 Q3	$211K	Sell	13,201 -5,319	-29%	-$86.9K	﹤0.01%	1328
2019 Q2	$314K	Sell	18,520 -8,907	-32%	-$162K	﹤0.01%	1130
2019 Q1	$558K	Sell	27,427 -11,742	-30%	-$227K	﹤0.01%	985
2018 Q4	$679K	Sell	39,169 -7,979	-17%	-$155K	﹤0.01%	866
2018 Q3	$962K	Buy	47,148 +15,830	+51%	+$310K	﹤0.01%	839
2018 Q2	$574K	Buy	+31,318	New	+$564K	﹤0.01%	962

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ARLP Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2023, closing a stake of 843,350 shares — an estimated $17M sold.

JP Morgan Private Wealth Advisors first reported a position in ARLP in Q2 2018 and held it in 13 quarters. The position peaked at $20.2M in Q3 2022. 128 funds tracked by Wall St. Rank hold ARLP as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Alliance Resource Partners position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 843,350 Alliance Resource Partners shares in Q2 2023, an estimated $17M.
JP Morgan Private Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2018 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Alliance Resource Partners position peaked at $20.2M in Q3 2022.
128 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.