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JP Morgan Private Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,000
Closed -$422K – 1948
2022
Q4 		$422K Buy
+25,000
New +$442K ﹤0.01% 1536

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BSM Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Black Stone Minerals (BSM) in Q1 2023, closing a stake of 25,000 shares — an estimated $422K sold.

JP Morgan Private Wealth Advisors first reported a position in BSM in Q4 2022 and held it in 1 quarter. The position peaked at $422K in Q4 2022. 169 funds tracked by Wall St. Rank hold BSM as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Black Stone Minerals position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 25,000 Black Stone Minerals shares in Q1 2023, an estimated $422K.
  • JP Morgan Private Wealth Advisors first reported a position in Black Stone Minerals in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Black Stone Minerals position peaked at $422K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.