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JP Morgan Private Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,664
Closed -$504K – 1880
2023
Q1 		$504K Sell
2,664
-549
-17% -$114K ﹤0.01% 1478
2022
Q4 		$837K Sell
3,213
-7,317
-69% -$1.94M ﹤0.01% 1236
2022
Q3 		$2.08M Buy
10,530
+585
+6% +$113K 0.01% 824
2022
Q2 		$1.64M Sell
9,945
-135
-1% -$22.1K ﹤0.01% 909
2022
Q1 		$1.51M Buy
10,080
+2,493
+33% +$329K ﹤0.01% 1019
2021
Q4 		$1.05M Buy
7,587
+3,546
+88% +$495K ﹤0.01% 1214
2021
Q3 		$543K Buy
+4,041
New +$628K ﹤0.01% 1467
2021
Q2 		– Sell
-17,604
Closed -$3.11M – 1940
2021
Q1 		$3.11M Buy
+17,604
New +$2.19M 0.01% 630
2019
Q3 		– Sell
-2,673
Closed -$234K – 1482
2019
Q2 		$234K Sell
2,673
-432
-14% -$38.8K ﹤0.01% 1244
2019
Q1 		$267K Buy
+3,105
New +$243K ﹤0.01% 1267
2018
Q4 		– Sell
-3,105
Closed -$298K – 1587
2018
Q3 		$298K Sell
3,105
-117
-4% -$10.4K ﹤0.01% 1298
2018
Q2 		$249K Buy
+3,222
New +$226K ﹤0.01% 1284

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Texas Pacific Land (TPL) in Q2 2023, closing a stake of 2,664 shares — an estimated $504K sold.

JP Morgan Private Wealth Advisors first reported a position in TPL in Q2 2018 and held it in 12 quarters. The position peaked at $3.11M in Q1 2021. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Texas Pacific Land position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,664 Texas Pacific Land shares in Q2 2023, an estimated $504K.
  • JP Morgan Private Wealth Advisors first reported a position in Texas Pacific Land in Q2 2018 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Texas Pacific Land position peaked at $3.11M in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

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