Sandy Spring Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $38.9M | Sell |
158,527
-9,734
| -6% | -$2.48M | 1.64% | 12 |
|
|
2024
Q4 | $40.3M | Buy |
168,261
+3,505
| +2% | +$816K | 1.63% | 12 |
|
|
2024
Q3 | $34.7M | Sell |
164,756
-537
| -0.3% | -$113K | 1.43% | 13 |
|
|
2024
Q2 | $33.4M | Sell |
165,293
-1,301
| -0.8% | -$254K | 1.47% | 13 |
|
|
2024
Q1 | $33.4M | Sell |
166,594
-3,192
| -2% | -$576K | 1.52% | 11 |
|
|
2023
Q4 | $28.9M | Sell |
169,786
-263
| -0.2% | -$39.9K | 1.44% | 13 |
|
|
2023
Q3 | $24.7M | Sell |
170,049
-1,266
| -0.7% | -$190K | 1.37% | 14 |
|
|
2023
Q2 | $24.9M | Sell |
171,315
-3,310
| -2% | -$455K | 1.33% | 14 |
|
|
2023
Q1 | $22.8M | Sell |
174,625
-1,209
| -0.7% | -$166K | 1.29% | 13 |
|
|
2022
Q4 | $23.6M | Sell |
175,834
-5,340
| -3% | -$677K | 1.4% | 10 |
|
|
2022
Q3 | $18.9M | Sell |
181,174
-1,847
| -1% | -$212K | 1.2% | 14 |
|
|
2022
Q2 | $20.6M | Sell |
183,021
-186
| -0.1% | -$23K | 1.24% | 14 |
|
|
2022
Q1 | $25M | Buy |
183,207
+3,679
| +2% | +$543K | 1.27% | 14 |
|
|
2021
Q4 | $28.4M | Buy |
179,528
+2,258
| +1% | +$371K | 1.36% | 13 |
|
|
2021
Q3 | $29M | Sell |
177,270
-943
| -0.5% | -$148K | 1.54% | 12 |
|
|
2021
Q2 | $27.7M | Sell |
178,213
-511
| -0.3% | -$80.3K | 1.47% | 12 |
|
|
2021
Q1 | $27.2M | Sell |
178,724
-1,646
| -0.9% | -$237K | 1.57% | 12 |
|
|
2020
Q4 | $22.9M | Buy |
180,370
+81
| +0% | +$9.05K | 1.39% | 12 |
|
|
2020
Q3 | $17.4M | Buy |
180,289
+5,991
| +3% | +$588K | 1.18% | 16 |
|
|
2020
Q2 | $16.4M | Buy |
174,298
+9,823
| +6% | +$932K | 1.22% | 16 |
|
|
2020
Q1 | $14.8M | Sell |
164,475
-1,901
| -1% | -$231K | 1.34% | 13 |
|
|
2019
Q4 | $23.2M | Sell |
166,376
-2,460
| -1% | -$316K | 1.69% | 9 |
|
|
2019
Q3 | $19.9M | Buy |
168,836
+2,675
| +2% | +$303K | 1.55% | 9 |
|
|
2019
Q2 | $18.6M | Buy |
166,161
+3,660
| +2% | +$404K | 1.49% | 11 |
|
|
2019
Q1 | $16.4M | Buy |
162,501
+2,518
| +2% | +$259K | 1.4% | 10 |
|
|
2018
Q4 | $15.6M | Sell |
159,983
-4,579
| -3% | -$488K | 1.5% | 10 |
|
|
2018
Q3 | $18.6M | Buy |
164,562
+821
| +0.5% | +$93.2K | 1.52% | 9 |
|
|
2018
Q2 | $17.1M | Sell |
163,741
-1,819
| -1% | -$200K | 1.48% | 10 |
|
|
2018
Q1 | $18.2M | Buy |
165,560
+14,748
| +10% | +$1.67M | 1.61% | 10 |
|
|
2017
Q4 | $16.1M | Buy |
150,812
+3,918
| +3% | +$397K | 1.47% | 11 |
|
|
2017
Q3 | $14M | Buy |
146,894
+4,116
| +3% | +$380K | 1.34% | 11 |
|
|
2017
Q2 | $13.1M | Buy |
142,778
+3,863
| +3% | +$333K | 1.29% | 11 |
|
|
2017
Q1 | $12.3M | Buy |
138,915
+1,055
| +0.8% | +$93.1K | 1.22% | 11 |
|
|
2016
Q4 | $11.9M | Sell |
137,860
-77
| -0.1% | -$5.87K | 1.24% | 13 |
|
|
2016
Q3 | $9.22M | Buy |
137,937
+11,464
| +9% | +$747K | 0.99% | 19 |
|
|
2016
Q2 | $7.89M | Sell |
126,473
-2,147
| -2% | -$134K | 0.9% | 21 |
|
|
2016
Q1 | $7.62M | Buy |
128,620
+15,159
| +13% | +$885K | 0.87% | 23 |
|
|
2015
Q4 | $7.49M | Buy |
113,461
+9,122
| +9% | +$594K | 0.88% | 24 |
|
|
2015
Q3 | $6.36M | Buy |
104,339
+10,395
| +11% | +$681K | 0.78% | 29 |
|
|
2015
Q2 | $6.37M | Buy |
93,944
+22,566
| +32% | +$1.47M | 0.72% | 35 |
|
|
2015
Q1 | $4.33M | Buy |
71,378
+2,185
| +3% | +$129K | 0.5% | 60 |
|
|
2014
Q4 | $4.33M | Sell |
69,193
-39
| -0.1% | -$2.35K | 0.52% | 60 |
|
|
2014
Q3 | $4.17M | Buy |
69,232
+621
| +0.9% | +$36.3K | 0.51% | 61 |
|
|
2014
Q2 | $3.95M | Buy |
68,611
+924
| +1% | +$51.9K | 0.5% | 65 |
|
|
2014
Q1 | $4.11M | Buy |
67,687
+4,718
| +7% | +$273K | 0.63% | 56 |
|
|
2013
Q4 | $3.68M | Sell |
62,969
-1,024
| -2% | -$56.1K | 0.52% | 63 |
|
|
2013
Q3 | $3.31M | Buy |
63,993
+6,164
| +11% | +$331K | 0.49% | 71 |
|
|
2013
Q2 | $3.05M | Buy |
+57,829
| New | +$2.94M | 0.48% | 68 |
|
Other funds holding JPM
Sandy Spring Bank's JPM Position: Q1 2025 in Review
Sandy Spring Bank reduced its JPMorgan Chase (JPM) stake by 5.8% in Q1 2025, selling an estimated $2.48M and leaving 158,527 shares worth $38.9M. The position accounts for 1.64% of the portfolio, ranked #12.
Sandy Spring Bank first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $40.3M in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Sandy Spring Bank held 158,527 shares of JPMorgan Chase worth $38.9M as of Q1 2025.
- Sandy Spring Bank sold 9,734 JPMorgan Chase shares in Q1 2025, an estimated $2.48M.
- JPMorgan Chase made up 1.64% of Sandy Spring Bank's portfolio in Q1 2025, its #12 holding.
- Sandy Spring Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
- Sandy Spring Bank's JPMorgan Chase position peaked at $40.3M in Q4 2024.
- 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.