JPMorgan Chase & Co’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
14,209
-7,497
| -35% | -$119K | ﹤0.01% | 4415 |
|
|
2025
Q1 | $355K | Sell |
21,706
-13,877
| -39% | -$227K | ﹤0.01% | 4196 |
|
|
2024
Q4 | $654K | Buy |
35,583
+14,978
| +73% | +$275K | ﹤0.01% | 4031 |
|
|
2024
Q3 | $355K | Buy |
20,605
+9,209
| +81% | +$159K | ﹤0.01% | 4200 |
|
|
2024
Q2 | $178K | Sell |
11,396
-6,734
| -37% | -$105K | ﹤0.01% | 4323 |
|
|
2024
Q1 | $287K | Buy |
18,130
+7,691
| +74% | +$122K | ﹤0.01% | 4259 |
|
|
2023
Q4 | $177K | Buy |
10,439
+3,905
| +60% | +$66.4K | ﹤0.01% | 4504 |
|
|
2023
Q3 | $104K | Sell |
6,534
-1,222
| -16% | -$19.4K | ﹤0.01% | 4585 |
|
|
2023
Q2 | $157K | Sell |
7,756
-757
| -9% | -$15.3K | ﹤0.01% | 4411 |
|
|
2023
Q1 | $155K | Sell |
8,513
-1,241
| -13% | -$22.6K | ﹤0.01% | 4456 |
|
|
2022
Q4 | $183K | Buy |
9,754
+4,335
| +80% | +$81.3K | ﹤0.01% | 4250 |
|
|
2022
Q3 | $89K | Buy |
5,419
+117
| +2% | +$1.92K | ﹤0.01% | 4506 |
|
|
2022
Q2 | $87K | Buy |
5,302
+3,926
| +285% | +$64.4K | ﹤0.01% | 4690 |
|
|
2022
Q1 | $28K | Buy |
1,376
+804
| +141% | +$16.4K | ﹤0.01% | 5200 |
|
|
2021
Q4 | $10K | Sell |
572
-130
| -19% | -$2.27K | ﹤0.01% | 5438 |
|
|
2021
Q3 | $11K | Sell |
702
-16,458
| -96% | -$258K | ﹤0.01% | 5230 |
|
|
2021
Q2 | $258K | Sell |
17,160
-11,480
| -40% | -$173K | ﹤0.01% | 4361 |
|
|
2021
Q1 | $411K | Buy |
28,640
+1,015
| +4% | +$14.6K | ﹤0.01% | 4149 |
|
|
2020
Q4 | $384K | Buy |
27,625
+19,862
| +256% | +$276K | ﹤0.01% | 3891 |
|
|
2020
Q3 | $80K | Sell |
7,763
-185
| -2% | -$1.91K | ﹤0.01% | 4146 |
|
|
2020
Q2 | $101K | Sell |
7,948
-6,127
| -44% | -$77.9K | ﹤0.01% | 3963 |
|
|
2020
Q1 | $133K | Buy |
14,075
+2,284
| +19% | +$21.6K | ﹤0.01% | 3858 |
|
|
2019
Q4 | $149K | Buy |
11,791
+8,954
| +316% | +$113K | ﹤0.01% | 3918 |
|
|
2019
Q3 | $35K | Buy |
2,837
+484
| +21% | +$5.97K | ﹤0.01% | 4359 |
|
|
2019
Q2 | $32K | Buy |
2,353
+323
| +16% | +$4.39K | ﹤0.01% | 4417 |
|
|
2019
Q1 | $29K | Sell |
2,030
-609
| -23% | -$8.7K | ﹤0.01% | 4406 |
|
|
2018
Q4 | $35K | Sell |
2,639
-713
| -21% | -$9.46K | ﹤0.01% | 4370 |
|
|
2018
Q3 | $47K | Buy |
3,352
+1,663
| +98% | +$23.3K | ﹤0.01% | 4377 |
|
|
2018
Q2 | $28K | Buy |
1,689
+149
| +10% | +$2.47K | ﹤0.01% | 4476 |
|
|
2018
Q1 | $23K | Hold |
1,540
| – | – | ﹤0.01% | 4381 |
|
|
2017
Q4 | $25K | Buy |
+1,540
| New | +$25K | ﹤0.01% | 4345 |
|
|
2017
Q2 | – | Sell |
-7,276
| Closed | -$97K | – | 4477 |
|
|
2017
Q1 | $97K | Sell |
7,276
-16,051
| -69% | -$214K | ﹤0.01% | 3741 |
|
|
2016
Q4 | $307K | Buy |
23,327
+10,823
| +87% | +$142K | ﹤0.01% | 3487 |
|
|
2016
Q3 | $148K | Buy |
+12,504
| New | +$148K | ﹤0.01% | 3338 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$3K | – | 4330 |
|
|
2016
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3969 |
|