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
2022
Q4 		– Sell
-1,200
Closed -$181K – 7413
2022
Q3 		$181K Buy
+1,200
New +$218K ﹤0.01% 5007
2021
Q3 		– Sell
-466,700
Closed -$115M – 7092
2021
Q2 		$115M Buy
466,700
+5,300
+1% +$1.29M 0.01% 836
2021
Q1 		$104M Buy
461,400
+2,300
+0.5% +$453K 0.01% 820
2020
Q4 		$62.1M Buy
+459,100
New +$48M 0.01% 987

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.