JP Morgan Chase
SIVB

JP Morgan Chase’s SVB Financial Group SIVB Stock Holding History

JP Morgan Chase’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,016
Closed -$919 – 7588
2023
Q1 		$919 Sell
1,016
-2,512,291
-100% -$705M ﹤0.01% 6596
2022
Q4 		$578M Sell
2,513,307
-4,406
-0.2% -$1.09M 0.08% 258
2022
Q3 		$845M Buy
2,517,713
+86,209
+4% +$34.7M 0.12% 179
2022
Q2 		$960M Buy
2,431,504
+66,796
+3% +$31.5M 0.13% 163
2022
Q1 		$1.32B Buy
2,364,708
+81,377
+4% +$49.4M 0.16% 142
2021
Q4 		$1.55B Buy
2,283,331
+84,422
+4% +$59.5M 0.18% 131
2021
Q3 		$1.42B Sell
2,198,909
-230,058
-9% -$133M 0.18% 136
2021
Q2 		$1.35B Buy
2,428,967
+1,235,927
+104% +$686M 0.16% 145
2021
Q1 		$589M Buy
1,193,040
+970,591
+436% +$477M 0.08% 271
2020
Q4 		$86.3M Sell
222,449
-1,199,891
-84% -$389M 0.01% 833
2020
Q3 		$337M Sell
1,422,340
-279,436
-16% -$65.7M 0.06% 324
2020
Q2 		$367M Sell
1,701,776
-230,858
-12% -$44.5M 0.07% 271
2020
Q1 		$292M Buy
1,932,634
+349,409
+22% +$76.9M 0.07% 281
2019
Q4 		$397M Buy
1,583,225
+96,682
+7% +$22M 0.07% 275
2019
Q3 		$311M Sell
1,486,543
-383,752
-21% -$80.4M 0.06% 317
2019
Q2 		$414M Sell
1,870,295
-125,667
-6% -$29.1M 0.08% 261
2019
Q1 		$444M Sell
1,995,962
-266,015
-12% -$61.9M 0.09% 239
2018
Q4 		$430M Buy
2,261,977
+927,891
+70% +$227M 0.1% 219
2018
Q3 		$415M Sell
1,334,086
-240,353
-15% -$75.8M 0.08% 264
2018
Q2 		$455M Sell
1,574,439
-857,066
-35% -$252M 0.09% 230
2018
Q1 		$584M Buy
2,431,505
+30,143
+1% +$7.57M 0.13% 184
2017
Q4 		$561M Sell
2,401,362
-88,419
-4% -$18.8M 0.12% 187
2017
Q3 		$465M Buy
2,489,781
+354,948
+17% +$62.4M 0.1% 223
2017
Q2 		$375M Buy
2,134,833
+629,917
+42% +$113M 0.09% 248
2017
Q1 		$280M Sell
1,504,916
-183,350
-11% -$33.3M 0.06% 302
2016
Q4 		$290M Buy
1,688,266
+550,832
+48% +$79M 0.07% 289
2016
Q3 		$126M Sell
1,137,434
-99,130
-8% -$10.3M 0.03% 491
2016
Q2 		$118M Sell
1,236,564
-1,128,384
-48% -$115M 0.03% 519
2016
Q1 		$241M Buy
2,364,948
+149,438
+7% +$14.5M 0.06% 332
2015
Q4 		$263M Sell
2,215,510
-131,779
-6% -$16.3M 0.07% 312
2015
Q3 		$271M Buy
2,347,289
+113,899
+5% +$15.3M 0.07% 283
2015
Q2 		$322M Buy
2,233,390
+150,688
+7% +$20.4M 0.08% 285
2015
Q1 		$265M Buy
2,082,702
+6,139
+0.3% +$734K 0.06% 346
2014
Q4 		$241M Buy
2,076,563
+1,009,696
+95% +$110M 0.06% 360
2014
Q3 		$120M Buy
1,066,867
+54,158
+5% +$6.01M 0.03% 556
2014
Q2 		$118M Buy
1,012,709
+270,643
+36% +$30.2M 0.03% 515
2014
Q1 		$95.6M Sell
742,066
-257,294
-26% -$30.1M 0.03% 558
2013
Q4 		$105M Buy
999,360
+306,501
+44% +$30M 0.03% 512
2013
Q3 		$59.8M Buy
692,859
+21,316
+3% +$1.84M 0.02% 711
2013
Q2 		$56M Buy
+671,543
New +$49.1M 0.02% 711

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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

JP Morgan Chase sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1,016 shares — an estimated $919 sold.

JP Morgan Chase first reported a position in SIVB in Q2 2013 and held it in 40 quarters. The position peaked at $1.55B in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • JP Morgan Chase reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,016 SVB Financial Group shares in Q2 2023, an estimated $919.
  • JP Morgan Chase first reported a position in SVB Financial Group in Q2 2013 and held it in 40 quarters.
  • JP Morgan Chase's SVB Financial Group position peaked at $1.55B in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

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