JP Morgan Private Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-31,797	Closed	-$540K	–	1970
2022 Q3	$540K	Hold	31,797	–	–	﹤0.01%	1424
2022 Q2	$499K	Sell	31,797 -4,061	-11%	-$70.6K	﹤0.01%	1457
2022 Q1	$583K	Sell	35,858 -981	-3%	-$15.2K	﹤0.01%	1472
2021 Q4	$502K	Buy	36,839 +1,512	+4%	+$21.7K	﹤0.01%	1554
2021 Q3	$499K	Buy	35,327 +3,530	+11%	+$42.1K	﹤0.01%	1497
2021 Q2	$409K	Hold	31,797	–	–	﹤0.01%	1555
2021 Q1	$322K	Hold	31,797	–	–	﹤0.01%	1499
2020 Q4	$252K	Hold	31,797	–	–	﹤0.01%	1569
2020 Q3	$194K	Hold	31,797	–	–	﹤0.01%	1525
2020 Q2	$273K	Sell	31,797 -17,029	-35%	-$124K	﹤0.01%	1349
2020 Q1	$285K	Hold	48,826	–	–	﹤0.01%	1153
2019 Q4	$830K	Buy	48,826 +17,029	+54%	+$253K	﹤0.01%	866
2019 Q3	$468K	Hold	31,797	–	–	﹤0.01%	1030
2019 Q2	$514K	Hold	31,797	–	–	﹤0.01%	976
2019 Q1	$581K	Buy	+31,797	New	+$539K	﹤0.01%	973

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KRP Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Kimbell Royalty Partners (KRP) in Q4 2022, closing a stake of 31,797 shares — an estimated $540K sold.

JP Morgan Private Wealth Advisors first reported a position in KRP in Q1 2019 and held it in 15 quarters. The position peaked at $830K in Q4 2019. 153 funds tracked by Wall St. Rank hold KRP as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Kimbell Royalty Partners position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 31,797 Kimbell Royalty Partners shares in Q4 2022, an estimated $540K.
JP Morgan Private Wealth Advisors first reported a position in Kimbell Royalty Partners in Q1 2019 and held it in 15 quarters.
JP Morgan Private Wealth Advisors's Kimbell Royalty Partners position peaked at $830K in Q4 2019.
153 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.