VCM
Vigilant Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46.1M | Buy |
316,682
+3,304
| +1% | +$481K | 3.44% | 3 |
|
|
2023
Q1 | $40.8M | Buy |
313,378
+4,797
| +2% | +$625K | 3.31% | 5 |
|
|
2022
Q4 | $41.4M | Sell |
308,581
-1,670
| -0.5% | -$224K | 3.54% | 2 |
|
|
2022
Q3 | $32.4M | Buy |
310,251
+18,293
| +6% | +$1.91M | 3.05% | 8 |
|
|
2022
Q2 | $32.9M | Buy |
291,958
+10,966
| +4% | +$1.23M | 2.84% | 10 |
|
|
2022
Q1 | $38.3M | Buy |
280,992
+12,349
| +5% | +$1.68M | 2.92% | 9 |
|
|
2021
Q4 | $42.5M | Buy |
268,643
+39,622
| +17% | +$6.27M | 2.98% | 8 |
|
|
2021
Q3 | $37.5M | Sell |
229,021
-2,520
| -1% | -$412K | 3% | 5 |
|
|
2021
Q2 | $36M | Sell |
231,541
-2,176
| -0.9% | -$338K | 2.91% | 5 |
|
|
2021
Q1 | $35.6M | Sell |
233,717
-8,531
| -4% | -$1.3M | 3.16% | 4 |
|
|
2020
Q4 | $30.8M | Buy |
242,248
+11,446
| +5% | +$1.45M | 2.95% | 5 |
|
|
2020
Q3 | $22.2M | Buy |
230,802
+23,824
| +12% | +$2.29M | 2.43% | 12 |
|
|
2020
Q2 | $19.5M | Buy |
206,978
+19,545
| +10% | +$1.84M | 2.37% | 12 |
|
|
2020
Q1 | $16.9M | Buy |
187,433
+4,376
| +2% | +$394K | 2.46% | 12 |
|
|
2019
Q4 | $25.5M | Sell |
183,057
-5,093
| -3% | -$710K | 2.96% | 4 |
|
|
2019
Q3 | $22.1M | Buy |
188,150
+4,991
| +3% | +$587K | 2.88% | 5 |
|
|
2019
Q2 | $20.5M | Buy |
183,159
+4,155
| +2% | +$465K | 2.74% | 6 |
|
|
2019
Q1 | $18.1M | Buy |
179,004
+12,775
| +8% | +$1.29M | 2.53% | 7 |
|
|
2018
Q4 | $16.2M | Buy |
166,229
+161,266
| +3,249% | +$15.7M | 2.57% | 8 |
|
|
2018
Q3 | $560K | Buy |
4,963
+230
| +5% | +$26K | 0.07% | 80 |
|
|
2018
Q2 | $493K | Buy |
4,733
+1,455
| +44% | +$152K | 0.07% | 76 |
|
|
2018
Q1 | $360K | Buy |
3,278
+423
| +15% | +$46.5K | 0.05% | 94 |
|
|
2017
Q4 | $305K | Buy |
2,855
+258
| +10% | +$27.6K | 0.04% | 105 |
|
|
2017
Q3 | $248K | Hold |
2,597
| – | – | 0.04% | 96 |
|
|
2017
Q2 | $237K | Buy |
2,597
+87
| +3% | +$7.94K | 0.04% | 98 |
|
|
2017
Q1 | $220K | Hold |
2,510
| – | – | 0.04% | 100 |
|
|
2016
Q4 | $217K | Sell |
2,510
-18
| -0.7% | -$1.56K | 0.04% | 104 |
|
|
2016
Q3 | $168K | Buy |
2,528
+449
| +22% | +$29.8K | 0.03% | 117 |
|
|
2016
Q2 | $129K | Buy |
2,079
+376
| +22% | +$23.3K | 0.02% | 122 |
|
|
2016
Q1 | $101K | Sell |
1,703
-138
| -7% | -$8.18K | 0.02% | 115 |
|
|
2015
Q4 | $122K | Buy |
1,841
+703
| +62% | +$46.6K | 0.02% | 118 |
|
|
2015
Q3 | $69K | Buy |
1,138
+138
| +14% | +$8.37K | 0.01% | 141 |
|
|
2015
Q2 | $68K | Hold |
1,000
| – | – | 0.01% | 162 |
|
|
2015
Q1 | $61K | Sell |
1,000
-285
| -22% | -$17.4K | 0.01% | 160 |
|
|
2014
Q4 | $80K | Hold |
1,285
| – | – | 0.02% | 154 |
|
|
2014
Q3 | $77K | Sell |
1,285
-681
| -35% | -$40.8K | 0.02% | 127 |
|
|
2014
Q2 | $113K | Sell |
1,966
-286
| -13% | -$16.4K | 0.03% | 103 |
|
|
2014
Q1 | $137K | Buy |
2,252
+881
| +64% | +$53.6K | 0.03% | 103 |
|
|
2013
Q4 | $80K | Hold |
1,371
| – | – | 0.02% | 125 |
|
|
2013
Q3 | $71K | Hold |
1,371
| – | – | 0.02% | 118 |
|
|
2013
Q2 | $72K | Buy |
+1,371
| New | +$72K | 0.02% | 115 |
|