JMPWA
MMP

JP Morgan Private Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43,070
Closed -$2.68M – 1807
2023
Q2 		$2.68M Sell
43,070
-11,498
-21% -$671K 0.01% 480
2023
Q1 		$2.96M Sell
54,568
-19,436
-26% -$1.03M 0.01% 745
2022
Q4 		$3.72M Buy
74,004
+4,400
+6% +$223K 0.01% 654
2022
Q3 		$3.31M Sell
69,604
-9,580
-12% -$481K 0.01% 681
2022
Q2 		$3.78M Buy
79,184
+1,175
+2% +$58.6K 0.01% 649
2022
Q1 		$3.83M Buy
78,009
+17,085
+28% +$827K 0.01% 689
2021
Q4 		$2.83M Sell
60,924
-1,425
-2% -$67.3K 0.01% 790
2021
Q3 		$2.84M Buy
62,349
+8,021
+15% +$381K 0.01% 760
2021
Q2 		$2.66M Sell
54,328
-10,516
-16% -$510K 0.01% 770
2021
Q1 		$2.81M Sell
64,844
-7,567
-10% -$331K 0.01% 658
2020
Q4 		$3.07M Sell
72,411
-14,427
-17% -$576K 0.01% 609
2020
Q3 		$2.97M Buy
86,838
+628
+0.7% +$24.9K 0.01% 547
2020
Q2 		$3.72M Sell
86,210
-133,085
-61% -$5.62M 0.02% 425
2020
Q1 		$8M Sell
219,295
-8,375
-4% -$450K 0.05% 293
2019
Q4 		$14.3M Sell
227,670
-128
-0.1% -$7.97K 0.07% 256
2019
Q3 		$15.1M Buy
227,798
+70,010
+44% +$4.61M 0.08% 223
2019
Q2 		$10.1M Sell
157,788
-29,583
-16% -$1.84M 0.06% 278
2019
Q1 		$11.4M Sell
187,371
-3,049
-2% -$184K 0.06% 269
2018
Q4 		$10.9M Sell
190,420
-104,529
-35% -$6.46M 0.07% 250
2018
Q3 		$20M Buy
294,949
+31,799
+12% +$2.21M 0.1% 204
2018
Q2 		$18.2M Buy
+263,150
New +$17.7M 0.1% 193
2018
Q1 		– Sell
-21,469
Closed -$1.52M – 1395
2017
Q4 		$1.52M Sell
21,469
-7,851
-27% -$535K 0.01% 549
2017
Q3 		$2.08M Sell
29,320
-17,484
-37% -$1.21M 0.02% 456
2017
Q2 		$3.34M Sell
46,804
-14,900
-24% -$1.09M 0.03% 365
2017
Q1 		$4.75M Buy
+61,704
New +$4.79M 0.04% 313
2016
Q4 		– Sell
-75,291
Closed -$5.33M – 1310
2016
Q3 		$5.33M Buy
75,291
+13,886
+23% +$990K 0.05% 269
2016
Q2 		$4.67M Sell
61,405
-1,884
-3% -$134K 0.05% 281
2016
Q1 		$4.35M Buy
+63,289
New +$4.14M 0.04% 268
2015
Q4 		– Sell
-83,360
Closed -$5.01M – 1219
2015
Q3 		$5.01M Buy
+83,360
New +$5.69M 0.06% 227
2015
Q2 		– Sell
-59,787
Closed -$4.59M – 1155
2015
Q1 		$4.59M Buy
59,787
+7,996
+15% +$639K 0.05% 253
2014
Q4 		$4.28M Sell
51,791
-25,125
-33% -$2.05M 0.05% 259
2014
Q3 		$6.47M Buy
+76,916
New +$6.4M 0.08% 219

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MMP Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 43,070 shares — an estimated $2.68M sold.

JP Morgan Private Wealth Advisors first reported a position in MMP in Q3 2014 and held it in 32 quarters. The position peaked at $20M in Q3 2018. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 43,070 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $2.68M.
  • JP Morgan Private Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2014 and held it in 32 quarters.
  • JP Morgan Private Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $20M in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.