JP Morgan Chase
SBNY

JP Morgan Chase’s Signature Bank SBNY Stock Holding History

JP Morgan Chase’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-418
Closed – – 7597
2023
Q1 		$0 Sell
418
-670,828
-100% -$80.8M ﹤0.01% 7575
2022
Q4 		$77.3M Buy
671,246
+10,137
+2% +$1.39M 0.01% 895
2022
Q3 		$99.8M Sell
661,109
-306,216
-32% -$55.7M 0.01% 729
2022
Q2 		$173M Sell
967,325
-765,575
-44% -$172M 0.02% 552
2022
Q1 		$509M Sell
1,732,900
-101,247
-6% -$32.9M 0.06% 304
2021
Q4 		$593M Sell
1,834,147
-233,572
-11% -$72.8M 0.07% 287
2021
Q3 		$563M Sell
2,067,719
-28,732
-1% -$7.21M 0.07% 287
2021
Q2 		$515M Buy
2,096,451
+332,588
+19% +$80.7M 0.06% 330
2021
Q1 		$399M Buy
1,763,863
+97,585
+6% +$19.2M 0.05% 362
2020
Q4 		$225M Buy
1,666,278
+56,264
+3% +$5.88M 0.03% 489
2020
Q3 		$133M Buy
1,610,014
+168,782
+12% +$16.8M 0.02% 599
2020
Q2 		$154M Buy
1,441,232
+446,675
+45% +$44M 0.03% 510
2020
Q1 		$80M Buy
994,557
+362,268
+57% +$45.5M 0.02% 643
2019
Q4 		$86.4M Sell
632,289
-80,635
-11% -$10.1M 0.02% 728
2019
Q3 		$85M Buy
712,924
+96,957
+16% +$11.7M 0.02% 724
2019
Q2 		$73.3M Buy
615,967
+19,625
+3% +$2.43M 0.01% 794
2019
Q1 		$76.4M Buy
596,342
+286,634
+93% +$36.5M 0.02% 759
2018
Q4 		$31.8M Sell
309,708
-101,780
-25% -$11.5M 0.01% 1150
2018
Q3 		$47.3M Buy
411,488
+32,975
+9% +$3.89M 0.01% 1050
2018
Q2 		$48.4M Sell
378,513
-96,105
-20% -$12.6M 0.01% 984
2018
Q1 		$67.4M Sell
474,618
-85,257
-15% -$12.9M 0.01% 801
2017
Q4 		$76.8M Buy
559,875
+176,660
+46% +$23.3M 0.02% 774
2017
Q3 		$48.5M Sell
383,215
-293,788
-43% -$38.6M 0.01% 953
2017
Q2 		$97.2M Sell
677,003
-723,888
-52% -$103M 0.02% 628
2017
Q1 		$208M Sell
1,400,891
-201,391
-13% -$31.2M 0.05% 397
2016
Q4 		$241M Sell
1,602,282
-408,177
-20% -$55.7M 0.06% 338
2016
Q3 		$238M Buy
2,010,459
+291,889
+17% +$35.1M 0.06% 328
2016
Q2 		$215M Sell
1,718,570
-82,697
-5% -$11M 0.05% 351
2016
Q1 		$245M Buy
1,801,267
+32,226
+2% +$4.39M 0.06% 325
2015
Q4 		$271M Buy
1,769,041
+167,012
+10% +$25.2M 0.07% 306
2015
Q3 		$220M Sell
1,602,029
-295,158
-16% -$41.7M 0.06% 341
2015
Q2 		$278M Buy
1,897,187
+227,582
+14% +$31.6M 0.07% 323
2015
Q1 		$216M Buy
1,669,605
+97,408
+6% +$12.1M 0.05% 393
2014
Q4 		$198M Buy
1,572,197
+70,582
+5% +$8.43M 0.05% 417
2014
Q3 		$168M Sell
1,501,615
-268,536
-15% -$31.6M 0.04% 455
2014
Q2 		$223M Buy
1,770,151
+95,461
+6% +$11.5M 0.06% 366
2014
Q1 		$210M Buy
1,674,690
+170,704
+11% +$20.9M 0.06% 354
2013
Q4 		$162M Buy
1,503,986
+68,305
+5% +$6.99M 0.05% 398
2013
Q3 		$131M Buy
1,435,681
+4,355
+0.3% +$392K 0.04% 457
2013
Q2 		$119M Buy
+1,431,326
New +$110M 0.04% 459

Other funds holding SBNY

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Chase's SBNY Position: Q2 2023 in Review

JP Morgan Chase sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 418 shares.

JP Morgan Chase first reported a position in SBNY in Q2 2013 and held it in 40 quarters. The position peaked at $593M in Q4 2021. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

  • JP Morgan Chase reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 418 Signature Bank shares in Q2 2023.
  • JP Morgan Chase first reported a position in Signature Bank in Q2 2013 and held it in 40 quarters.
  • JP Morgan Chase's Signature Bank position peaked at $593M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.