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Vista Capital Partners’s JPMorgan Chase JPM Stock Holding History

Vista Capital Partners’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
2026
Q2 		$2.48M Buy
7,589
+52
+0.7% +$16.1K 0.22% 25
2026
Q1 		$2.22M Buy
7,537
+1,183
+19% +$359K 0.22% 24
2025
Q4 		$2.05M Buy
6,354
+2,041
+47% +$632K 0.2% 28
2025
Q3 		$1.36M Buy
4,313
+281
+7% +$83.6K 0.14% 36
2025
Q2 		$1.17M Buy
4,032
+407
+11% +$104K 0.13% 35
2025
Q1 		$889K Buy
3,625
+219
+6% +$55.8K 0.11% 33
2024
Q4 		$816K Buy
3,406
+205
+6% +$47.7K 0.1% 37
2024
Q3 		$675K Sell
3,201
-133
-4% -$28K 0.08% 45
2024
Q2 		$674K Buy
3,334
+282
+9% +$55.1K 0.08% 37
2024
Q1 		$611K Sell
3,052
-809
-21% -$146K 0.08% 40
2023
Q4 		$657K Buy
3,861
+826
+27% +$125K 0.09% 37
2023
Q3 		$440K Sell
3,035
-100
-3% -$15K 0.07% 47
2023
Q2 		$456K Sell
3,135
-179
-5% -$24.6K 0.06% 53
2023
Q1 		$432K Buy
3,314
+2
+0.1% +$274 0.06% 53
2022
Q4 		$444K Buy
3,312
+801
+32% +$101K 0.07% 47
2022
Q3 		$262K Sell
2,511
-570
-19% -$65.4K 0.04% 62
2022
Q2 		$347K Sell
3,081
-751
-20% -$93K 0.06% 54
2022
Q1 		$522K Buy
3,832
+1,260
+49% +$186K 0.07% 43
2021
Q4 		$407K Buy
2,572
+105
+4% +$17.2K 0.05% 62
2021
Q3 		$404K Hold
2,467
– – 0.06% 56
2021
Q2 		$384K Buy
2,467
+121
+5% +$19K 0.06% 52
2021
Q1 		$357K Sell
2,346
-106
-4% -$15.3K 0.06% 48
2020
Q4 		$312K Sell
2,452
-206
-8% -$23K 0.05% 50
2020
Q3 		$256K Sell
2,658
-5
-0.2% -$491 0.05% 56
2020
Q2 		$250K Sell
2,663
-126
-5% -$12K 0.05% 50
2020
Q1 		$251K Sell
2,789
-297
-10% -$36.1K 0.06% 44
2019
Q4 		$430K Sell
3,086
-582
-16% -$74.6K 0.08% 42
2019
Q3 		$432K Buy
3,668
+1,431
+64% +$162K 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% -$18.3K 0.05% 48
2018
Q3 		$272K Hold
2,409
– – 0.06% 45
2018
Q2 		$251K Buy
2,409
+206
+9% +$22.6K 0.05% 43
2018
Q1 		$242K Buy
2,203
+50
+2% +$5.66K 0.06% 46
2017
Q4 		$230K Sell
2,153
-397
-16% -$40.2K 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% +$7.94K 0.06% 45
2016
Q4 		$212K Buy
+2,460
New +$188K 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 +$224K 0.07% 43

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Vista Capital Partners's JPM Position: Q2 2026 in Review

Vista Capital Partners increased its JPMorgan Chase (JPM) stake by 0.69% in Q2 2026, buying an estimated $16.1K and bringing the position to 7,589 shares worth $2.48M. The position accounts for 0.22% of the portfolio, ranked #25.

Vista Capital Partners first reported a position in JPM in Q2 2015 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vista Capital Partners held 7,589 shares of JPMorgan Chase worth $2.48M as of Q2 2026.
  • Vista Capital Partners bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 0.22% of Vista Capital Partners's portfolio in Q2 2026, its #25 holding.
  • Vista Capital Partners first reported a position in JPMorgan Chase in Q2 2015 and has held it in 42 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.