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Disclosery

Sandy Spring Bank: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on JPM, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 158,527 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 158,527 shares
    Change vs previous 13F -9,734 shares

    1.64% of the 13F portfolio, value $38,886,689.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 168,261 shares
    Change vs previous 13F +3,505 shares

    1.63% of the 13F portfolio, value $40,333,920.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 164,756 shares
    Change vs previous 13F -537 shares

    1.43% of the 13F portfolio, value $34,740,413.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 165,293 shares
    Change vs previous 13F -1,301 shares

    1.47% of the 13F portfolio, value $33,432,128.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 166,594 shares
    Change vs previous 13F -3,192 shares

    1.52% of the 13F portfolio, value $33,368,773.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 169,786 shares
    Change vs previous 13F -263 shares

    1.44% of the 13F portfolio, value $28,880,537.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 170,049 shares
    Change vs previous 13F -1,266 shares

    1.37% of the 13F portfolio, value $24,660,435.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 171,315 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $24,915,978.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).