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JP Morgan Private Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.66M Buy
103,562
+13,770
+15% +$203K ﹤0.01% 808
2023
Q2 		$1.33M Sell
89,792
-1,500
-2% -$22.7K 0.01% 685
2023
Q1 		$1.4M Sell
91,292
-13,659
-13% -$211K ﹤0.01% 1016
2022
Q4 		$1.59M Buy
104,951
+1,692
+2% +$27.1K ﹤0.01% 933
2022
Q3 		$1.55M Buy
103,259
+14,122
+16% +$228K ﹤0.01% 936
2022
Q2 		$1.36M Buy
89,137
+30,018
+51% +$497K ﹤0.01% 988
2022
Q1 		$952K Hold
59,119
– – ﹤0.01% 1243
2021
Q4 		$866K Buy
59,119
+278
+0.5% +$4.21K ﹤0.01% 1319
2021
Q3 		$903K Sell
58,841
-325
-0.5% -$5.03K ﹤0.01% 1264
2021
Q2 		$908K Sell
59,166
-815
-1% -$12.2K ﹤0.01% 1240
2021
Q1 		$889K Buy
59,981
+5,000
+9% +$75.7K ﹤0.01% 1096
2020
Q4 		$817K Buy
54,981
+815
+2% +$13.1K ﹤0.01% 1083
2020
Q3 		$882K Buy
54,166
+600
+1% +$8.23K ﹤0.01% 934
2020
Q2 		$766K Hold
53,566
– – ﹤0.01% 907
2020
Q1 		$757K Buy
53,566
+502
+0.9% +$9.76K ﹤0.01% 800
2019
Q4 		$1.16M Hold
53,064
– – 0.01% 752
2019
Q3 		$1.25M Hold
53,064
– – 0.01% 695
2019
Q2 		$1.29M Buy
53,064
+22,572
+74% +$525K 0.01% 685
2019
Q1 		$683K Buy
30,492
+3,000
+11% +$66.2K ﹤0.01% 909
2018
Q4 		$530K Buy
27,492
+6,937
+34% +$156K ﹤0.01% 946
2018
Q3 		$484K Buy
20,555
+773
+4% +$18.1K ﹤0.01% 1084
2018
Q2 		$465K Buy
+19,782
New +$455K ﹤0.01% 1029
2015
Q2 		– Sell
-5,081
Closed -$218K – 1129
2015
Q1 		$218K Sell
5,081
-1,050
-17% -$46.4K ﹤0.01% 1010
2014
Q4 		$265K Buy
6,131
+1,050
+21% +$46.7K ﹤0.01% 916
2014
Q3 		$226K Sell
5,081
-454
-8% -$20.2K ﹤0.01% 941
2014
Q2 		$255K Buy
5,535
+454
+9% +$20.4K ﹤0.01% 746
2014
Q1 		$211K Sell
5,081
-1,800
-26% -$78.8K ﹤0.01% 797
2013
Q4 		$323K Buy
+6,881
New +$320K 0.01% 522

Other funds holding SPH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Suburban Propane Partners (SPH) stake by 15% in Q3 2023, buying an estimated $203K and bringing the position to 103,562 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #808.

JP Morgan Private Wealth Advisors first reported a position in SPH in Q4 2013 and has held it in 28 quarters since. 136 funds tracked by Wall St. Rank hold SPH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 103,562 shares of Suburban Propane Partners worth $1.66M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 13,770 Suburban Propane Partners shares in Q3 2023, an estimated $203K.
  • Suburban Propane Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #808 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Suburban Propane Partners in Q4 2013 and has held it in 28 quarters since.
  • 136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2023.

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