SSB
Sandy Spring Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $38.9M | Sell |
158,527
-9,734
| -6% | -$2.39M | 1.64% | 12 |
|
|
2024
Q4 | $40.3M | Buy |
168,261
+3,505
| +2% | +$840K | 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% | -$263K | 1.47% | 13 |
|
|
2024
Q1 | $33.4M | Sell |
166,594
-3,192
| -2% | -$639K | 1.52% | 11 |
|
|
2023
Q4 | $28.9M | Sell |
169,786
-263
| -0.2% | -$44.7K | 1.44% | 13 |
|
|
2023
Q3 | $24.7M | Sell |
170,049
-1,266
| -0.7% | -$184K | 1.37% | 14 |
|
|
2023
Q2 | $24.9M | Sell |
171,315
-3,310
| -2% | -$481K | 1.33% | 14 |
|
|
2023
Q1 | $22.8M | Sell |
174,625
-1,209
| -0.7% | -$158K | 1.29% | 13 |
|
|
2022
Q4 | $23.6M | Sell |
175,834
-5,340
| -3% | -$716K | 1.4% | 10 |
|
|
2022
Q3 | $18.9M | Sell |
181,174
-1,847
| -1% | -$193K | 1.2% | 14 |
|
|
2022
Q2 | $20.6M | Sell |
183,021
-186
| -0.1% | -$20.9K | 1.24% | 14 |
|
|
2022
Q1 | $25M | Buy |
183,207
+3,679
| +2% | +$502K | 1.27% | 14 |
|
|
2021
Q4 | $28.4M | Buy |
179,528
+2,258
| +1% | +$358K | 1.36% | 13 |
|
|
2021
Q3 | $29M | Sell |
177,270
-943
| -0.5% | -$154K | 1.54% | 12 |
|
|
2021
Q2 | $27.7M | Sell |
178,213
-511
| -0.3% | -$79.5K | 1.47% | 12 |
|
|
2021
Q1 | $27.2M | Sell |
178,724
-1,646
| -0.9% | -$251K | 1.57% | 12 |
|
|
2020
Q4 | $22.9M | Buy |
180,370
+81
| +0% | +$10.3K | 1.39% | 12 |
|
|
2020
Q3 | $17.4M | Buy |
180,289
+5,991
| +3% | +$577K | 1.18% | 16 |
|
|
2020
Q2 | $16.4M | Buy |
174,298
+9,823
| +6% | +$924K | 1.22% | 16 |
|
|
2020
Q1 | $14.8M | Sell |
164,475
-1,901
| -1% | -$171K | 1.34% | 13 |
|
|
2019
Q4 | $23.2M | Sell |
166,376
-2,460
| -1% | -$343K | 1.69% | 9 |
|
|
2019
Q3 | $19.9M | Buy |
168,836
+2,675
| +2% | +$315K | 1.55% | 9 |
|
|
2019
Q2 | $18.6M | Buy |
166,161
+3,660
| +2% | +$409K | 1.49% | 11 |
|
|
2019
Q1 | $16.5M | Buy |
162,501
+2,518
| +2% | +$255K | 1.4% | 10 |
|
|
2018
Q4 | $15.6M | Sell |
159,983
-4,579
| -3% | -$447K | 1.5% | 10 |
|
|
2018
Q3 | $18.6M | Buy |
164,562
+821
| +0.5% | +$92.6K | 1.52% | 9 |
|
|
2018
Q2 | $17.1M | Sell |
163,741
-1,819
| -1% | -$190K | 1.48% | 10 |
|
|
2018
Q1 | $18.2M | Buy |
165,560
+14,748
| +10% | +$1.62M | 1.61% | 10 |
|
|
2017
Q4 | $16.1M | Buy |
150,812
+3,918
| +3% | +$419K | 1.47% | 11 |
|
|
2017
Q3 | $14M | Buy |
146,894
+4,116
| +3% | +$393K | 1.34% | 11 |
|
|
2017
Q2 | $13.1M | Buy |
142,778
+3,863
| +3% | +$354K | 1.29% | 11 |
|
|
2017
Q1 | $12.3M | Buy |
138,915
+1,055
| +0.8% | +$93K | 1.22% | 11 |
|
|
2016
Q4 | $11.9M | Sell |
137,860
-77
| -0.1% | -$6.67K | 1.24% | 13 |
|
|
2016
Q3 | $9.22M | Buy |
137,937
+11,464
| +9% | +$766K | 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% | +$898K | 0.87% | 23 |
|
|
2015
Q4 | $7.49M | Buy |
113,461
+9,122
| +9% | +$602K | 0.88% | 24 |
|
|
2015
Q3 | $6.36M | Buy |
104,339
+10,395
| +11% | +$634K | 0.78% | 29 |
|
|
2015
Q2 | $6.37M | Buy |
93,944
+22,566
| +32% | +$1.53M | 0.72% | 35 |
|
|
2015
Q1 | $4.33M | Buy |
71,378
+2,185
| +3% | +$132K | 0.5% | 60 |
|
|
2014
Q4 | $4.33M | Sell |
69,193
-39
| -0.1% | -$2.44K | 0.52% | 60 |
|
|
2014
Q3 | $4.17M | Buy |
69,232
+621
| +0.9% | +$37.4K | 0.51% | 61 |
|
|
2014
Q2 | $3.95M | Buy |
68,611
+924
| +1% | +$53.2K | 0.5% | 65 |
|
|
2014
Q1 | $4.11M | Buy |
67,687
+4,718
| +7% | +$286K | 0.63% | 56 |
|
|
2013
Q4 | $3.68M | Sell |
62,969
-1,024
| -2% | -$59.9K | 0.52% | 63 |
|
|
2013
Q3 | $3.31M | Buy |
63,993
+6,164
| +11% | +$319K | 0.49% | 71 |
|
|
2013
Q2 | $3.05M | Buy |
+57,829
| New | +$3.05M | 0.48% | 68 |
|