JMPWA
SBR

JP Morgan Private Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,050
Closed -$865K – 1848
2023
Q1 		$865K Buy
+12,050
New +$949K ﹤0.01% 1234

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q2 2023, closing a stake of 12,050 shares — an estimated $865K sold.

JP Morgan Private Wealth Advisors first reported a position in SBR in Q1 2023 and held it in 1 quarter. The position peaked at $865K in Q1 2023. 123 funds tracked by Wall St. Rank hold SBR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,050 Sabine Royalty Trust shares in Q2 2023, an estimated $865K.
  • JP Morgan Private Wealth Advisors first reported a position in Sabine Royalty Trust in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Sabine Royalty Trust position peaked at $865K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2023.

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