JPMorgan Chase & Co’s Silvercrest Asset Management SAMG Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $225K | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $355K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $654K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $355K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $178K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $287K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $177K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $104K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $157K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $155K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $183K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $89K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $87K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $28K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $10K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $11K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $258K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $411K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $384K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $80K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $101K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $133K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $149K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $35K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $32K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $29K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $35K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $47K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $28K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $23K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $25K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $97K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $307K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $148K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $3K | Buy | 
         |