Silvercrest Asset Management Group 13F: Cuts JPM Stake by $1.7M
Silvercrest Asset Management lowered its holdings in JPMorgan Chase & Co. JPM by 5,120 shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Silvercrest Asset Management Group sold 5,120 shares from its stake in JPMorgan Chase & Co. ($JPM), a 2.12% decrease, according to a 13F filing with the SEC dated May 15, 2026. It reported 236,147 shares worth $77.30 million at the end of the quarter.
Since the filing, $JPM is up 2.9% after 1 week, up 7.2% after 1 month and up 15.2% to date (from the $295 close on May 15, 2026).
Find the original: Silvercrest Asset Management Group 13F filings on SEC EDGAR
Key Points
- Silvercrest Asset Management cut its JPMorgan Chase & Co. JPM stake by 2.1% during the period, shedding 5,120 shares to end with 236,147 shares valued at roughly $77.3 million.
- JPMorgan Chase & Co. JPM shares trade near $327.33, sitting between a 52-week low of $279.10 and a high of $366.50 with a P/E ratio of 14.07.
- Wall Street analysts maintain a consensus buy recommendation for JPMorgan Chase & Co. JPM with an average price target of $372.57.
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Silvercrest Asset Management Group pared its holdings in JPMorgan Chase & Co. JPM during the period, according to a Form 13F filing with the U.S. Securities and Exchange Commission. Because 13F filings look backward, these numbers reflect positions held as of the reporting date and may not match the firm's current portfolio.
Silvercrest Adjusts Its Bank Holdings
Silvercrest reduced its position by 5,120 shares, which equals a 2.1% decrease from the previous quarter. The firm finished the period with 236,147 shares of JPMorgan Chase & Co. JPM. Based on reporting values, the remaining stake was worth about $77.3 million.
JPMorgan Chase & Co. JPM Shares Trade Near Key Levels
JPMorgan Chase & Co. JPM shares recently changed hands at $327.33. The stock has traded between a 52-week low of $279.10 and a 52-week high of $366.50. The company carries a market capitalization of $891.03 billion and a P/E ratio of 14.07.
Insider Buying and Selling at JPMorgan Chase & Co.
Key executives reported transactions in company shares recently. On June 24, 2026, Co-President and CEO of CIB Douglas Petno acquired 90,321 shares. Co-President and CEO of CCB Troy Rohrbaugh also picked up 90,321 shares on the same date. CEO of Asset & Wealth Management Mary Erdoes added 60,314 shares, while Chief Operating Officer Jennifer Piepszak acquired 60,214 shares.
Analysts Set New Price Targets
Analyst firms continue to review their outlooks for the banking giant. On October 15, 2026, Citigroup maintained a neutral rating while adjusting its price target to $350.00 from $360.00. Earlier in October, Barclays maintained its overweight rating with a target of $425.00, and UBS kept a buy rating with a $395.00 price target. Overall, the stock holds a consensus buy rating and a mean price target of $372.57 across 23 analyst opinions.
Inside JPMorgan Chase & Co. JPM
JPMorgan Chase & Co. JPM operates as a global financial services firm providing banking, investment, and wealth management services to consumers, small businesses, and large institutions. Founded in 1799 and headquartered in New York, the company manages operations across consumer banking, commercial banking, and asset management.
What to Watch at JPMorgan Chase & Co.
Investors will look toward the company's next earnings report, scheduled for January 14, 2027, for further details on financial performance. Future institutional filings will show whether Silvercrest or other asset managers continue adjusting their positions in the banking sector.
Source: Silvercrest Asset Management Group's 13F filing on $JPM (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Silvercrest Asset Management Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts