SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1232395
NEW YORK, NY
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$81,141,506
+$11,676,505 QoQ
Shares Held
247,889
+5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#458
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $214,901,205 across 8 Banks - Diversified names. JPM ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
748,879 | $104,813,104 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
247,889 | $81,141,506 | |
| 3 | BAC |
Bank Of America Corp /De/
|
347,007 | $19,772,458 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
43,647 | $6,311,792 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
24,884 | $2,056,413 | |
| 6 | ING |
Ing Groep NV
|
11,713 | $367,553 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
4,000 | $238,000 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
7,996 | $200,379 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,141,506 | 247,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,465,001 | 236,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $77,741,052 | 241,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,480,126 | 264,655 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,108,321 | 272,872 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $65,802,215 | 268,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,959,352 | 262,648 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,492,391 | 187,292 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,133,089 | 188,535 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $37,769,569 | 188,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,656,648 | 191,985 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,515,659 | 189,737 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,493,541 | 189,037 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,527,600 | 180,551 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,736,756 | 184,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,267,919 | 184,382 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,902,330 | 185,617 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,110,825 | 184,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,059,402 | 196,144 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,561,559 | 192,813 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,745,402 | 204,098 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,647,703 | 207,894 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,004,662 | 212,518 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,868,158 | 216,767 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $20,431,054 | 217,213 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,688,300 | 218,686 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||