JMPWA
MUSA icon

JP Morgan Private Wealth Advisors’s Murphy USA MUSA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.09M Sell
6,128
-35
-0.6% -$11.1K 0.01% 718
2023
Q2 		$1.92M Buy
6,163
+47
+0.8% +$13.2K 0.01% 577
2023
Q1 		$1.58M Buy
6,116
+332
+6% +$86.4K ﹤0.01% 972
2022
Q4 		$1.62M Buy
5,784
+89
+2% +$25.8K ﹤0.01% 926
2022
Q3 		$1.57M Sell
5,695
-313
-5% -$87.5K ﹤0.01% 933
2022
Q2 		$1.4M Sell
6,008
-213
-3% -$50.2K ﹤0.01% 976
2022
Q1 		$1.24M Buy
6,221
+42
+0.7% +$7.89K ﹤0.01% 1108
2021
Q4 		$1.23M Sell
6,179
-321
-5% -$57.4K ﹤0.01% 1138
2021
Q3 		$1.09M Buy
6,500
+96
+1% +$14.5K ﹤0.01% 1174
2021
Q2 		$854K Buy
6,404
+1,218
+23% +$168K ﹤0.01% 1266
2021
Q1 		$750K Sell
5,186
-10
-0.2% -$1.29K ﹤0.01% 1164
2020
Q4 		$680K Sell
5,196
-11
-0.2% -$1.41K ﹤0.01% 1159
2020
Q3 		$668K Buy
+5,207
New +$689K ﹤0.01% 1041
2017
Q2 		– Sell
-6,838
Closed -$503K – 1314
2017
Q1 		$503K Buy
6,838
+3,404
+99% +$224K ﹤0.01% 850
2016
Q4 		$211K Buy
+3,434
New +$231K ﹤0.01% 1143

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Murphy USA (MUSA) stake by 0.57% in Q3 2023, selling an estimated $11.1K and leaving 6,128 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #718.

JP Morgan Private Wealth Advisors first reported a position in MUSA in Q4 2016 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold MUSA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,128 shares of Murphy USA worth $2.09M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 35 Murphy USA shares in Q3 2023, an estimated $11.1K.
  • Murphy USA made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #718 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Murphy USA in Q4 2016 and has held it in 15 quarters since.
  • 423 funds tracked by Wall St. Rank held Murphy USA as of Q3 2023.

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