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Vivid Financial Management’s JPMorgan Chase JPM Stock Holding History

Vivid Financial Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$293K Hold
1,848
– – 0.11% 103
2021
Q3 		$302K Sell
1,848
-103
-5% -$16.1K 0.12% 105
2021
Q2 		$303K Sell
1,951
-105
-5% -$16.5K 0.12% 117
2021
Q1 		$313K Hold
2,056
– – 0.14% 113
2020
Q4 		$261K Buy
+2,056
New +$230K 0.13% 110
2020
Q1 		– Sell
-2,113
Closed -$290K – 83
2019
Q4 		$290K Buy
+2,113
New +$271K 0.31% 70

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vivid Financial Management's JPM Position: Q4 2021 in Review

Vivid Financial Management held its JPMorgan Chase (JPM) position steady in Q4 2021 at 1,848 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #103.

Vivid Financial Management first reported a position in JPM in Q4 2019 and has held it in 6 quarters since. The position peaked at $313K in Q1 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Vivid Financial Management held 1,848 shares of JPMorgan Chase worth $293K as of Q4 2021.
  • Vivid Financial Management left its JPMorgan Chase share count unchanged in Q4 2021.
  • JPMorgan Chase made up 0.11% of Vivid Financial Management's portfolio in Q4 2021, its #103 holding.
  • Vivid Financial Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 6 quarters since.
  • Vivid Financial Management's JPMorgan Chase position peaked at $313K in Q1 2021.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.