JP Morgan Chase
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JP Morgan Chase’s Silvercrest Asset Management SAMG Stock Holding History

JP Morgan Chase’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.1K Sell
4,788
-5,874
-55% -$87.2K ﹤0.01% 6069
2025
Q4 		$162K Sell
10,662
-4,862
-31% -$70.6K ﹤0.01% 5635
2025
Q3 		$245K Buy
15,524
+1,315
+9% +$21.4K ﹤0.01% 5412
2025
Q2 		$225K Sell
14,209
-7,497
-35% -$113K ﹤0.01% 5178
2025
Q1 		$355K Sell
21,706
-13,877
-39% -$247K ﹤0.01% 4974
2024
Q4 		$654K Buy
35,583
+14,978
+73% +$266K ﹤0.01% 4900
2024
Q3 		$355K Buy
20,605
+9,209
+81% +$149K ﹤0.01% 5111
2024
Q2 		$178K Sell
11,396
-6,734
-37% -$101K ﹤0.01% 5214
2024
Q1 		$287K Buy
18,130
+7,691
+74% +$126K ﹤0.01% 5131
2023
Q4 		$177K Buy
10,439
+3,905
+60% +$64.5K ﹤0.01% 5452
2023
Q3 		$104K Sell
6,534
-1,222
-16% -$23.6K ﹤0.01% 5454
2023
Q2 		$157K Sell
7,756
-757
-9% -$14.5K ﹤0.01% 5222
2023
Q1 		$155K Sell
8,513
-1,241
-13% -$22.4K ﹤0.01% 5212
2022
Q4 		$183K Buy
9,754
+4,335
+80% +$78K ﹤0.01% 5084
2022
Q3 		$89K Buy
5,419
+117
+2% +$2.09K ﹤0.01% 5335
2022
Q2 		$87K Buy
5,302
+3,926
+285% +$78K ﹤0.01% 5476
2022
Q1 		$28K Buy
1,376
+804
+141% +$14.4K ﹤0.01% 5997
2021
Q4 		$10K Sell
572
-130
-19% -$2.1K ﹤0.01% 6338
2021
Q3 		$11K Sell
702
-16,458
-96% -$259K ﹤0.01% 6158
2021
Q2 		$258K Sell
17,160
-11,480
-40% -$174K ﹤0.01% 5097
2021
Q1 		$411K Buy
28,640
+1,015
+4% +$14.9K ﹤0.01% 4802
2020
Q4 		$384K Buy
27,625
+19,862
+256% +$253K ﹤0.01% 4521
2020
Q3 		$80K Sell
7,763
-185
-2% -$2.18K ﹤0.01% 4795
2020
Q2 		$101K Sell
7,948
-6,127
-44% -$65K ﹤0.01% 4572
2020
Q1 		$133K Buy
14,075
+2,284
+19% +$26.2K ﹤0.01% 4432
2019
Q4 		$149K Buy
11,791
+8,954
+316% +$113K ﹤0.01% 4784
2019
Q3 		$35K Buy
2,837
+484
+21% +$6.49K ﹤0.01% 5282
2019
Q2 		$32K Buy
2,353
+323
+16% +$4.51K ﹤0.01% 5338
2019
Q1 		$29K Sell
2,030
-609
-23% -$8.66K ﹤0.01% 5305
2018
Q4 		$35K Sell
2,639
-713
-21% -$9.91K ﹤0.01% 5188
2018
Q3 		$47K Buy
3,352
+1,663
+98% +$26.8K ﹤0.01% 5218
2018
Q2 		$28K Buy
1,689
+149
+10% +$2.37K ﹤0.01% 5246
2018
Q1 		$23K Hold
1,540
– – ﹤0.01% 5048
2017
Q4 		$25K Buy
+1,540
New +$23.5K ﹤0.01% 5112
2017
Q2 		– Sell
-7,276
Closed -$97K – 5178
2017
Q1 		$97K Sell
7,276
-16,051
-69% -$219K ﹤0.01% 4338
2016
Q4 		$307K Buy
23,327
+10,823
+87% +$135K ﹤0.01% 3989
2016
Q3 		$148K Buy
+12,504
New +$151K ﹤0.01% 3770
2016
Q2 		– Sell
-200
Closed -$3K – 4926
2016
Q1 		$3K Buy
+200
New +$2.24K ﹤0.01% 4464

Other funds holding SAMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase's SAMG Position: Q1 2026 in Review

JP Morgan Chase reduced its Silvercrest Asset Management (SAMG) stake by 55% in Q1 2026, selling an estimated $87.2K and leaving 4,788 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6069.

JP Morgan Chase first reported a position in SAMG in Q1 2016 and has held it in 38 quarters since. The position peaked at $654K in Q4 2024. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • JP Morgan Chase held 4,788 shares of Silvercrest Asset Management worth $65.1K as of Q1 2026.
  • JP Morgan Chase sold 5,874 Silvercrest Asset Management shares in Q1 2026, an estimated $87.2K.
  • Silvercrest Asset Management made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6069 holding.
  • JP Morgan Chase first reported a position in Silvercrest Asset Management in Q1 2016 and has held it in 38 quarters since.
  • JP Morgan Chase's Silvercrest Asset Management position peaked at $654K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.