JMPWA
SHLX

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

JP Morgan Private Wealth Advisors’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-46,867
Closed -$659K – 2006
2022
Q2 		$659K Buy
46,867
+18,311
+64% +$258K ﹤0.01% 1334
2022
Q1 		$406K Buy
28,556
+8,747
+44% +$117K ﹤0.01% 1625
2021
Q4 		$228K Buy
19,809
+9,648
+95% +$114K ﹤0.01% 1860
2021
Q3 		$120K Sell
10,161
-1,087
-10% -$13.8K ﹤0.01% 1893
2021
Q2 		$166K Sell
11,248
-11,373
-50% -$170K ﹤0.01% 1850
2021
Q1 		$302K Sell
22,621
-2,161
-9% -$25.6K ﹤0.01% 1529
2020
Q4 		$250K Sell
24,782
-769
-3% -$7.5K ﹤0.01% 1574
2020
Q3 		$242K Buy
25,551
+4,729
+23% +$51.8K ﹤0.01% 1451
2020
Q2 		$255K Buy
20,822
+3,276
+19% +$42.1K ﹤0.01% 1376
2020
Q1 		$175K Sell
17,546
-4,862
-22% -$83K ﹤0.01% 1313
2019
Q4 		$453K Sell
22,408
-21,920
-49% -$444K ﹤0.01% 1090
2019
Q3 		$907K Sell
44,328
-27,086
-38% -$559K ﹤0.01% 790
2019
Q2 		$1.48M Sell
71,414
-109
-0.2% -$2.24K 0.01% 656
2019
Q1 		$1.46M Sell
71,523
-44,894
-39% -$862K 0.01% 682
2018
Q4 		$1.91M Sell
116,417
-37,371
-24% -$739K 0.01% 580
2018
Q3 		$3.29M Buy
153,788
+13,808
+10% +$311K 0.02% 519
2018
Q2 		$3.1M Buy
+139,980
New +$3.11M 0.02% 511
2017
Q2 		– Sell
-7,486
Closed -$241K – 1377
2017
Q1 		$241K Buy
+7,486
New +$238K ﹤0.01% 1170

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SHLX Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 46,867 shares — an estimated $659K sold.

JP Morgan Private Wealth Advisors first reported a position in SHLX in Q1 2017 and held it in 18 quarters. The position peaked at $3.29M in Q3 2018. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 46,867 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $659K.
  • JP Morgan Private Wealth Advisors first reported a position in Shell Midstream Partners, L.P. in Q1 2017 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Shell Midstream Partners, L.P. position peaked at $3.29M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.