JMPWA
SBNY

JP Morgan Private Wealth Advisors’s Signature Bank SBNY Stock Holding History

JP Morgan Private Wealth Advisors’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
Q1 		– Sell
-6,123
Closed -$705K – 2030
2022
Q4 		$705K Sell
6,123
-4,198
-41% -$577K ﹤0.01% 1314
2022
Q3 		$1.56M Buy
10,321
+937
+10% +$170K ﹤0.01% 935
2022
Q2 		$1.68M Buy
9,384
+325
+4% +$72.8K ﹤0.01% 899
2022
Q1 		$2.66M Sell
9,059
-99,720
-92% -$32.4M 0.01% 806
2021
Q4 		$35.2M Buy
108,779
+104,783
+2,622% +$32.7M 0.08% 238
2021
Q3 		$1.09M Buy
3,996
+331
+9% +$83.1K ﹤0.01% 1173
2021
Q2 		$900K Buy
3,665
+1,438
+65% +$349K ﹤0.01% 1247
2021
Q1 		$503K Sell
2,227
-832
-27% -$164K ﹤0.01% 1311
2020
Q4 		$414K Sell
3,059
-2,747
-47% -$287K ﹤0.01% 1365
2020
Q3 		$482K Buy
5,806
+2,651
+84% +$264K ﹤0.01% 1173
2020
Q2 		$337K Buy
3,155
+582
+23% +$57.3K ﹤0.01% 1256
2020
Q1 		$207K Buy
+2,573
New +$323K ﹤0.01% 1290
2017
Q2 		– Sell
-3,876
Closed -$576K – 1418
2017
Q1 		$576K Buy
3,876
+741
+24% +$115K ﹤0.01% 798
2016
Q4 		$470K Buy
3,135
+314
+11% +$42.8K ﹤0.01% 828
2016
Q3 		$334K Sell
2,821
-1,526
-35% -$184K ﹤0.01% 944
2016
Q2 		$543K Buy
4,347
+28
+0.6% +$3.74K 0.01% 756
2016
Q1 		$587K Sell
4,319
-1,144
-21% -$156K 0.01% 691
2015
Q4 		$838K Buy
5,463
+571
+12% +$86.2K 0.01% 560
2015
Q3 		$673K Sell
4,892
-748
-13% -$106K 0.01% 550
2015
Q2 		$826K Buy
5,640
+925
+20% +$128K 0.01% 552
2015
Q1 		$611K Buy
4,715
+1,862
+65% +$231K 0.01% 650
2014
Q4 		$359K Sell
2,853
-39
-1% -$4.66K ﹤0.01% 819
2014
Q3 		$325K Sell
2,892
-1,321
-31% -$155K ﹤0.01% 823
2014
Q2 		$532K Sell
4,213
-159
-4% -$19.1K 0.01% 546
2014
Q1 		$549K Buy
+4,372
New +$534K 0.01% 543

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SBNY Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 6,123 shares — an estimated $705K sold.

JP Morgan Private Wealth Advisors first reported a position in SBNY in Q1 2014 and held it in 25 quarters. The position peaked at $35.2M in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,123 Signature Bank shares in Q1 2023, an estimated $705K.
  • JP Morgan Private Wealth Advisors first reported a position in Signature Bank in Q1 2014 and held it in 25 quarters.
  • JP Morgan Private Wealth Advisors's Signature Bank position peaked at $35.2M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.