SBH
Segall Bryant & Hamill’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2M | Buy |
176,519
+12,646
| +8% | +$3.67M | 0.72% | 16 |
|
|
2025
Q1 | $40.2M | Sell |
163,873
-20,094
| -11% | -$4.93M | 0.62% | 30 |
|
|
2024
Q4 | $44.1M | Sell |
183,967
-655
| -0.4% | -$157K | 0.61% | 34 |
|
|
2024
Q3 | $38.9M | Buy |
184,622
+27,503
| +18% | +$5.8M | 0.53% | 42 |
|
|
2024
Q2 | $31.8M | Buy |
157,119
+4,666
| +3% | +$944K | 0.56% | 45 |
|
|
2024
Q1 | $30.5M | Sell |
152,453
-7,948
| -5% | -$1.59M | 0.57% | 46 |
|
|
2023
Q4 | $27.3M | Sell |
160,401
-454,678
| -74% | -$77.3M | 0.53% | 56 |
|
|
2023
Q3 | $89.2M | Sell |
615,079
-34,740
| -5% | -$5.04M | 1.03% | 12 |
|
|
2023
Q2 | $94.5M | Sell |
649,819
-11,661
| -2% | -$1.7M | 0.99% | 13 |
|
|
2023
Q1 | $86.2M | Sell |
661,480
-14,737
| -2% | -$1.92M | 0.93% | 16 |
|
|
2022
Q4 | $90.7M | Sell |
676,217
-13,132
| -2% | -$1.76M | 1.01% | 13 |
|
|
2022
Q3 | $72M | Sell |
689,349
-143
| -0% | -$14.9K | 0.86% | 20 |
|
|
2022
Q2 | $77.7M | Buy |
689,492
+17,912
| +3% | +$2.02M | 0.87% | 20 |
|
|
2022
Q1 | $91.5M | Sell |
671,580
-13,568
| -2% | -$1.85M | 0.88% | 24 |
|
|
2021
Q4 | $109M | Sell |
685,148
-17,247
| -2% | -$2.73M | 1% | 21 |
|
|
2021
Q3 | $115M | Sell |
702,395
-885
| -0.1% | -$145K | 1.1% | 15 |
|
|
2021
Q2 | $109M | Buy |
703,280
+18,351
| +3% | +$2.86M | 1.06% | 16 |
|
|
2021
Q1 | $104M | Sell |
684,929
-70,662
| -9% | -$10.8M | 1.03% | 16 |
|
|
2020
Q4 | $96M | Buy |
755,591
+22,981
| +3% | +$2.92M | 1.07% | 16 |
|
|
2020
Q3 | $70.5M | Buy |
732,610
+43,764
| +6% | +$4.21M | 0.96% | 20 |
|
|
2020
Q2 | $64.8M | Sell |
688,846
-8,111
| -1% | -$763K | 1.09% | 13 |
|
|
2020
Q1 | $62.8M | Sell |
696,957
-17,347
| -2% | -$1.56M | 1.28% | 10 |
|
|
2019
Q4 | $99.6M | Sell |
714,304
-7,226
| -1% | -$1.01M | 1.55% | 7 |
|
|
2019
Q3 | $85M | Sell |
721,530
-4,770
| -0.7% | -$562K | 1.32% | 7 |
|
|
2019
Q2 | $81.2M | Buy |
726,300
+4,451
| +0.6% | +$498K | 1.23% | 7 |
|
|
2019
Q1 | $73M | Buy |
721,849
+39,318
| +6% | +$3.98M | 1.13% | 10 |
|
|
2018
Q4 | $66.6M | Buy |
682,531
+94,689
| +16% | +$9.24M | 1.15% | 8 |
|
|
2018
Q3 | $66.3M | Sell |
587,842
-5,705
| -1% | -$644K | 0.98% | 9 |
|
|
2018
Q2 | $61.8M | Buy |
593,547
+99,965
| +20% | +$10.4M | 0.94% | 10 |
|
|
2018
Q1 | $54.3M | Sell |
493,582
-33,392
| -6% | -$3.67M | 1.26% | 14 |
|
|
2017
Q4 | $56.4M | Sell |
526,974
-20,647
| -4% | -$2.21M | 1.24% | 16 |
|
|
2017
Q3 | $52.3M | Sell |
547,621
-7,115
| -1% | -$680K | 1.21% | 19 |
|
|
2017
Q2 | $50.7M | Buy |
554,736
+2,846
| +0.5% | +$260K | 1.19% | 16 |
|
|
2017
Q1 | $48.5M | Buy |
551,890
+18,900
| +4% | +$1.66M | 1.17% | 16 |
|
|
2016
Q4 | $46M | Buy |
532,990
+23,188
| +5% | +$2M | 1.15% | 14 |
|
|
2016
Q3 | $33.9M | Buy |
509,802
+19,642
| +4% | +$1.31M | 0.87% | 30 |
|
|
2016
Q2 | $30.5M | Buy |
490,160
+23,799
| +5% | +$1.48M | 0.8% | 35 |
|
|
2016
Q1 | $27.6M | Buy |
466,361
+2,503
| +0.5% | +$148K | 0.68% | 43 |
|
|
2015
Q4 | $30.6M | Sell |
463,858
-6,132
| -1% | -$405K | 0.74% | 36 |
|
|
2015
Q3 | $28.7M | Buy |
469,990
+50,590
| +12% | +$3.08M | 0.7% | 41 |
|
|
2015
Q2 | $28.4M | Sell |
419,400
-19,104
| -4% | -$1.29M | 0.64% | 44 |
|
|
2015
Q1 | $26.6M | Buy |
438,504
+17,827
| +4% | +$1.08M | 0.6% | 51 |
|
|
2014
Q4 | $26.3M | Buy |
420,677
+16,906
| +4% | +$1.06M | 0.59% | 46 |
|
|
2014
Q3 | $24.3M | Sell |
403,771
-10,101
| -2% | -$608K | 0.56% | 54 |
|
|
2014
Q2 | $23.8M | Sell |
413,872
-7,658
| -2% | -$441K | 0.57% | 55 |
|
|
2014
Q1 | $25.6M | Sell |
421,530
-44,588
| -10% | -$2.71M | 0.61% | 44 |
|
|
2013
Q4 | $27.3M | Sell |
466,118
-9,353
| -2% | -$547K | 0.63% | 48 |
|
|
2013
Q3 | $24.6M | Sell |
475,471
-100,855
| -17% | -$5.21M | 0.61% | 50 |
|
|
2013
Q2 | $30.4M | Buy |
+576,326
| New | +$30.4M | 0.8% | 33 |
|