JMPWA
VISN

JP Morgan Private Wealth Advisors’s Vistance Networks Inc VISN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$242K Sell
72,172
-1,999
-3% -$8.18K ﹤0.01% 1567
2023
Q2 		$418K Sell
74,171
-6,121
-8% -$29.3K ﹤0.01% 1107
2023
Q1 		$511K Buy
80,292
+9,839
+14% +$74.5K ﹤0.01% 1471
2022
Q4 		$518K Buy
70,453
+3,415
+5% +$32.9K ﹤0.01% 1463
2022
Q3 		$617K Buy
67,038
+486
+0.7% +$4.66K ﹤0.01% 1368
2022
Q2 		$407K Buy
66,552
+1,331
+2% +$9.3K ﹤0.01% 1527
2022
Q1 		$514K Buy
65,221
+9,222
+16% +$84.4K ﹤0.01% 1523
2021
Q4 		$618K Buy
55,999
+1,122
+2% +$12.3K ﹤0.01% 1464
2021
Q3 		$746K Buy
54,877
+998
+2% +$17.2K ﹤0.01% 1343
2021
Q2 		$1.15M Buy
53,879
+9,473
+21% +$176K ﹤0.01% 1127
2021
Q1 		$682K Sell
44,406
-5,128
-10% -$76.8K ﹤0.01% 1208
2020
Q4 		$664K Buy
49,534
+1,374
+3% +$15.1K ﹤0.01% 1178
2020
Q3 		$433K Sell
48,160
-4,270
-8% -$40.2K ﹤0.01% 1213
2020
Q2 		$437K Sell
52,430
-28,269
-35% -$279K ﹤0.01% 1157
2020
Q1 		$735K Buy
80,699
+14,833
+23% +$172K ﹤0.01% 809
2019
Q4 		$935K Sell
65,866
-53,305
-45% -$691K ﹤0.01% 820
2019
Q3 		$1.4M Sell
119,171
-47,206
-28% -$608K 0.01% 662
2019
Q2 		$2.62M Buy
166,377
+39,827
+31% +$809K 0.01% 533
2019
Q1 		$2.75M Buy
126,550
+62,235
+97% +$1.31M 0.01% 546
2018
Q4 		$1.05M Sell
64,315
-73,168
-53% -$1.55M 0.01% 738
2018
Q3 		$4.23M Sell
137,483
-54,943
-29% -$1.68M 0.02% 465
2018
Q2 		$5.62M Buy
192,426
+16,231
+9% +$534K 0.03% 375
2018
Q1 		$7.04M Buy
176,195
+28,945
+20% +$1.13M 0.05% 275
2017
Q4 		$5.57M Buy
147,250
+24,427
+20% +$851K 0.04% 318
2017
Q3 		$4.08M Buy
122,823
+4,622
+4% +$158K 0.03% 341
2017
Q2 		$4.5M Buy
118,201
+3,393
+3% +$131K 0.03% 314
2017
Q1 		$4.79M Buy
114,808
+11,940
+12% +$460K 0.04% 309
2016
Q4 		$3.83M Buy
+102,868
New +$3.51M 0.03% 319

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VISN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vistance Networks Inc (VISN) stake by 2.7% in Q3 2023, selling an estimated $8.18K and leaving 72,172 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

JP Morgan Private Wealth Advisors first reported a position in VISN in Q4 2016 and has held it in 28 quarters since. The position peaked at $7.04M in Q1 2018. 207 funds tracked by Wall St. Rank hold VISN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 72,172 shares of Vistance Networks Inc worth $242K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,999 Vistance Networks Inc shares in Q3 2023, an estimated $8.18K.
  • Vistance Networks Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1567 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vistance Networks Inc in Q4 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Vistance Networks Inc position peaked at $7.04M in Q1 2018.
  • 207 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.