SAM
Silvercrest Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1M | Buy |
272,872
+4,620
| +2% | +$1.34M | 0.53% | 50 |
|
|
2025
Q1 | $65.8M | Buy |
268,252
+5,604
| +2% | +$1.37M | 0.47% | 60 |
|
|
2024
Q4 | $63M | Buy |
262,648
+75,356
| +40% | +$18.1M | 0.42% | 73 |
|
|
2024
Q3 | $39.5M | Sell |
187,292
-1,243
| -0.7% | -$262K | 0.27% | 120 |
|
|
2024
Q2 | $38.1M | Sell |
188,535
-30
| -0% | -$6.07K | 0.26% | 129 |
|
|
2024
Q1 | $37.8M | Sell |
188,565
-3,420
| -2% | -$685K | 0.26% | 133 |
|
|
2023
Q4 | $32.7M | Buy |
191,985
+2,248
| +1% | +$382K | 0.23% | 134 |
|
|
2023
Q3 | $27.5M | Buy |
189,737
+700
| +0.4% | +$102K | 0.21% | 142 |
|
|
2023
Q2 | $27.5M | Buy |
189,037
+8,486
| +5% | +$1.23M | 0.2% | 145 |
|
|
2023
Q1 | $23.5M | Sell |
180,551
-3,914
| -2% | -$510K | 0.18% | 152 |
|
|
2022
Q4 | $24.7M | Buy |
184,465
+83
| +0% | +$11.1K | 0.19% | 145 |
|
|
2022
Q3 | $19.3M | Sell |
184,382
-1,235
| -0.7% | -$129K | 0.16% | 167 |
|
|
2022
Q2 | $20.9M | Buy |
185,617
+1,412
| +0.8% | +$159K | 0.16% | 163 |
|
|
2022
Q1 | $25.1M | Sell |
184,205
-11,939
| -6% | -$1.63M | 0.16% | 165 |
|
|
2021
Q4 | $31.1M | Buy |
196,144
+3,331
| +2% | +$527K | 0.2% | 140 |
|
|
2021
Q3 | $31.6M | Sell |
192,813
-11,285
| -6% | -$1.85M | 0.21% | 139 |
|
|
2021
Q2 | $31.7M | Sell |
204,098
-3,796
| -2% | -$590K | 0.21% | 145 |
|
|
2021
Q1 | $31.6M | Sell |
207,894
-4,624
| -2% | -$704K | 0.21% | 143 |
|
|
2020
Q4 | $27M | Sell |
212,518
-4,249
| -2% | -$540K | 0.2% | 144 |
|
|
2020
Q3 | $20.9M | Sell |
216,767
-446
| -0.2% | -$42.9K | 0.18% | 148 |
|
|
2020
Q2 | $20.4M | Sell |
217,213
-1,473
| -0.7% | -$139K | 0.18% | 147 |
|
|
2020
Q1 | $19.7M | Buy |
218,686
+7,935
| +4% | +$714K | 0.21% | 132 |
|
|
2019
Q4 | $29.4M | Sell |
210,751
-301
| -0.1% | -$42K | 0.23% | 128 |
|
|
2019
Q3 | $24.8M | Sell |
211,052
-642
| -0.3% | -$75.6K | 0.2% | 129 |
|
|
2019
Q2 | $23.7M | Sell |
211,694
-3,307
| -2% | -$370K | 0.22% | 136 |
|
|
2019
Q1 | $21.8M | Sell |
215,001
-7,229
| -3% | -$732K | 0.21% | 136 |
|
|
2018
Q4 | $21.7M | Buy |
222,230
+926
| +0.4% | +$90.4K | 0.24% | 130 |
|
|
2018
Q3 | $25M | Sell |
221,304
-11,417
| -5% | -$1.29M | 0.23% | 133 |
|
|
2018
Q2 | $24.3M | Sell |
232,721
-1,720
| -0.7% | -$179K | 0.23% | 133 |
|
|
2018
Q1 | $25.8M | Sell |
234,441
-30,504
| -12% | -$3.35M | 0.25% | 127 |
|
|
2017
Q4 | $28.3M | Buy |
264,945
+2,277
| +0.9% | +$244K | 0.26% | 126 |
|
|
2017
Q3 | $25.1M | Buy |
262,668
+4,183
| +2% | +$400K | 0.25% | 126 |
|
|
2017
Q2 | $23.6M | Sell |
258,485
-601
| -0.2% | -$54.9K | 0.25% | 121 |
|
|
2017
Q1 | $22.8M | Sell |
259,086
-425
| -0.2% | -$37.3K | 0.24% | 119 |
|
|
2016
Q4 | $22.4M | Sell |
259,511
-5,160
| -2% | -$445K | 0.25% | 114 |
|
|
2016
Q3 | $17.6M | Sell |
264,671
-1,038
| -0.4% | -$69.1K | 0.21% | 129 |
|
|
2016
Q2 | $16.5M | Sell |
265,709
-3,455
| -1% | -$215K | 0.21% | 133 |
|
|
2016
Q1 | $15.9M | Sell |
269,164
-11,055
| -4% | -$655K | 0.22% | 126 |
|
|
2015
Q4 | $18.5M | Buy |
280,219
+147,632
| +111% | +$9.75M | 0.26% | 117 |
|
|
2015
Q3 | $8.08M | Sell |
132,587
-131,079
| -50% | -$7.99M | 0.12% | 160 |
|
|
2015
Q2 | $17.9M | Buy |
263,666
+136,330
| +107% | +$9.24M | 0.24% | 120 |
|
|
2015
Q1 | $7.71M | Buy |
127,336
+11,464
| +10% | +$694K | 0.11% | 168 |
|
|
2014
Q4 | $7.25M | Sell |
115,872
-695
| -0.6% | -$43.5K | 0.11% | 172 |
|
|
2014
Q3 | $7.02M | Buy |
116,567
+3,918
| +3% | +$236K | 0.11% | 176 |
|
|
2014
Q2 | $6.49M | Buy |
112,649
+5,138
| +5% | +$296K | 0.1% | 182 |
|
|
2014
Q1 | $6.53M | Sell |
107,511
-2,854
| -3% | -$173K | 0.1% | 165 |
|
|
2013
Q4 | $6.45M | Sell |
110,365
-5,178
| -4% | -$303K | 0.11% | 161 |
|
|
2013
Q3 | $5.97M | Buy |
115,543
+4,355
| +4% | +$225K | 0.11% | 156 |
|
|
2013
Q2 | $5.87M | Buy |
+111,188
| New | +$5.87M | 0.12% | 153 |
|