Vista Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
4,032
+407
| +11% | +$118K | 0.13% | 35 |
|
|
2025
Q1 | $889K | Buy |
3,625
+219
| +6% | +$53.7K | 0.11% | 33 |
|
|
2024
Q4 | $816K | Buy |
3,406
+205
| +6% | +$49.1K | 0.1% | 37 |
|
|
2024
Q3 | $675K | Sell |
3,201
-133
| -4% | -$28K | 0.08% | 45 |
|
|
2024
Q2 | $674K | Buy |
3,334
+282
| +9% | +$57K | 0.08% | 37 |
|
|
2024
Q1 | $611K | Sell |
3,052
-809
| -21% | -$162K | 0.08% | 40 |
|
|
2023
Q4 | $657K | Buy |
3,861
+826
| +27% | +$141K | 0.09% | 37 |
|
|
2023
Q3 | $440K | Sell |
3,035
-100
| -3% | -$14.5K | 0.07% | 47 |
|
|
2023
Q2 | $456K | Sell |
3,135
-179
| -5% | -$26K | 0.06% | 53 |
|
|
2023
Q1 | $432K | Buy |
3,314
+2
| +0.1% | +$261 | 0.06% | 53 |
|
|
2022
Q4 | $444K | Buy |
3,312
+801
| +32% | +$107K | 0.07% | 47 |
|
|
2022
Q3 | $262K | Sell |
2,511
-570
| -19% | -$59.5K | 0.04% | 62 |
|
|
2022
Q2 | $347K | Sell |
3,081
-751
| -20% | -$84.6K | 0.06% | 54 |
|
|
2022
Q1 | $522K | Buy |
3,832
+1,260
| +49% | +$172K | 0.07% | 43 |
|
|
2021
Q4 | $407K | Buy |
2,572
+105
| +4% | +$16.6K | 0.05% | 62 |
|
|
2021
Q3 | $404K | Hold |
2,467
| – | – | 0.06% | 56 |
|
|
2021
Q2 | $384K | Buy |
2,467
+121
| +5% | +$18.8K | 0.06% | 52 |
|
|
2021
Q1 | $357K | Sell |
2,346
-106
| -4% | -$16.1K | 0.06% | 48 |
|
|
2020
Q4 | $312K | Sell |
2,452
-206
| -8% | -$26.2K | 0.05% | 50 |
|
|
2020
Q3 | $256K | Sell |
2,658
-5
| -0.2% | -$482 | 0.05% | 56 |
|
|
2020
Q2 | $250K | Sell |
2,663
-126
| -5% | -$11.8K | 0.05% | 50 |
|
|
2020
Q1 | $251K | Sell |
2,789
-297
| -10% | -$26.7K | 0.06% | 44 |
|
|
2019
Q4 | $430K | Sell |
3,086
-582
| -16% | -$81.1K | 0.08% | 42 |
|
|
2019
Q3 | $432K | Buy |
3,668
+1,431
| +64% | +$169K | 0.09% | 43 |
|
|
2019
Q2 | $250K | Hold |
2,237
| – | – | 0.05% | 50 |
|
|
2019
Q1 | $226K | Hold |
2,237
| – | – | 0.05% | 50 |
|
|
2018
Q4 | $218K | Sell |
2,237
-172
| -7% | -$16.8K | 0.05% | 48 |
|
|
2018
Q3 | $272K | Hold |
2,409
| – | – | 0.06% | 45 |
|
|
2018
Q2 | $251K | Buy |
2,409
+206
| +9% | +$21.5K | 0.05% | 43 |
|
|
2018
Q1 | $242K | Buy |
2,203
+50
| +2% | +$5.49K | 0.06% | 46 |
|
|
2017
Q4 | $230K | Sell |
2,153
-397
| -16% | -$42.4K | 0.05% | 48 |
|
|
2017
Q3 | $244K | Hold |
2,550
| – | – | 0.06% | 45 |
|
|
2017
Q2 | $233K | Hold |
2,550
| – | – | 0.06% | 47 |
|
|
2017
Q1 | $224K | Buy |
2,550
+90
| +4% | +$7.91K | 0.06% | 45 |
|
|
2016
Q4 | $212K | Buy |
+2,460
| New | +$212K | 0.06% | 50 |
|
|
2016
Q1 | – | Sell |
-3,430
| Closed | -$226K | – | 42 |
|
|
2015
Q4 | $226K | Hold |
3,430
| – | – | 0.07% | 42 |
|
|
2015
Q3 | $209K | Hold |
3,430
| – | – | 0.07% | 43 |
|
|
2015
Q2 | $232K | Buy |
+3,430
| New | +$232K | 0.07% | 43 |
|