Vivaldi Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $877K | Sell |
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|
2023
Q2 | $920K | Buy |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $3.28M | Sell |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.29M | Sell |
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|
2020
Q1 | $2.43M | Buy |
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|
2019
Q4 | $3.43M | Sell |
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|
2019
Q3 | $4.28M | Buy |
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|
2019
Q2 | $3.81M | Buy |
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|
2019
Q1 | $3.27M | Buy |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $252K | Buy |
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|
2017
Q4 | $224K | Buy |
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