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Vigilant Capital Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vigilant Capital Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Vigilant Capital Management, LLC held 316,682 JPM shares at 2023-06-30 per its 13F-HR filed 2023-08-08.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 316,682 shares
    Change vs previous 13F +3,304 shares

    3.44% of the 13F portfolio, value $46,058,000.

    13F-HR 0001667731-23-000362 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 313,378 shares
    Change vs previous 13F +4,797 shares

    3.31% of the 13F portfolio, value $40,836,000.

    13F-HR 0001425845-23-000006 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 308,581 shares
    Change vs previous 13F -1,670 shares

    3.54% of the 13F portfolio, value $41,381,000.

    13F-HR 0001425845-23-000003 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 310,251 shares
    Change vs previous 13F +18,293 shares

    3.05% of the 13F portfolio, value $32,421,000.

    13F-HR 0001425845-22-000013 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 291,958 shares
    Change vs previous 13F +10,966 shares

    2.84% of the 13F portfolio, value $32,877,000.

    13F-HR 0001425845-22-000008 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 280,992 shares
    Change vs previous 13F +12,349 shares

    2.92% of the 13F portfolio, value $38,305,000.

    13F-HR 0001425845-22-000005 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 268,643 shares
    Change vs previous 13F +39,622 shares

    2.98% of the 13F portfolio, value $42,540,000.

    13F-HR 0001425845-22-000002 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 229,021 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $37,488,000.

    13F-HR 0001425845-21-000011 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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