JPMorgan Chase & Co. shares owned by Vivaldi Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vivaldi Capital Management
from 13F filings
Historical chart of Vivaldi Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Vivaldi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 7.9k | 174.26 |
| 2023-09-30 | $877k | 6.0k | 145.02 |
| 2023-06-30 | $920k | 6.3k | 145.44 |
| 2023-03-31 | $810k | 6.2k | 130.31 |
| 2022-12-31 | $2.8M | 21k | 137.37 |
| 2022-09-30 | $2.0M | 19k | 105.96 |
| 2022-06-30 | $2.2M | 19k | 112.60 |
| 2022-03-31 | $2.0M | 17k | 119.11 |
| 2021-12-31 | $2.8M | 18k | 158.35 |
| 2021-09-30 | $2.9M | 18k | 163.70 |
| 2021-06-30 | $3.0M | 19k | 159.98 |
| 2021-03-31 | $3.3M | 20k | 164.01 |
| 2020-12-31 | $2.8M | 22k | 127.05 |
| 2020-09-30 | $2.5M | 22k | 114.09 |
| 2020-06-30 | $2.3M | 22k | 102.94 |
| 2020-03-31 | $2.4M | 27k | 90.03 |
| 2019-12-31 | $3.4M | 25k | 139.39 |
| 2019-09-30 | $4.3M | 36k | 117.68 |
| 2019-06-30 | $3.8M | 34k | 111.81 |
| 2019-03-31 | $3.3M | 32k | 101.23 |
| 2018-12-31 | $1.7M | 17k | 97.62 |
| 2018-09-30 | $243k | 2.2k | 112.76 |
| 2018-06-30 | $256k | 2.5k | 104.02 |
| 2018-03-31 | $252k | 2.3k | 110.14 |
| 2017-12-31 | $224k | 2.1k | 107.13 |
More positions owned by Vivaldi Capital Management
View all positions for Vivaldi Capital Management