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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
Shares
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
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$21.3B AUM
21.71%
1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
KL
KIM LLC
Wichita, Kansas
$678M AUM
0.91%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
IG
ING Group
Amsterdam, Netherlands
$16.4B AUM
34.6%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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