Vista Investment Management’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 | $6.17M | Sell |
21,269
-129
| -0.6% | -$37.4K | 2.29% | 8 |
|
|
2025
Q1 | $5.25M | Sell |
21,398
-1,956
| -8% | -$480K | 2.05% | 10 |
|
|
2024
Q4 | $5.6M | Sell |
23,354
-2,226
| -9% | -$534K | 2.12% | 10 |
|
|
2024
Q3 | $5.39M | Sell |
25,580
-369
| -1% | -$77.8K | 2.03% | 9 |
|
|
2024
Q2 | $5.25M | Sell |
25,949
-696
| -3% | -$141K | 2.13% | 9 |
|
|
2024
Q1 | $5.34M | Buy |
26,645
+14,713
| +123% | +$2.95M | 2.17% | 7 |
|
|
2023
Q4 | $2.03M | Sell |
11,932
-267
| -2% | -$45.4K | 0.94% | 32 |
|
|
2023
Q3 | $1.77M | Sell |
12,199
-101
| -0.8% | -$14.6K | 0.93% | 32 |
|
|
2023
Q2 | $1.79M | Sell |
12,300
-126
| -1% | -$18.3K | 0.91% | 33 |
|
|
2023
Q1 | $1.62M | Buy |
12,426
+724
| +6% | +$94.3K | 0.86% | 34 |
|
|
2022
Q4 | $1.57M | Buy |
11,702
+483
| +4% | +$64.8K | 0.9% | 34 |
|
|
2022
Q3 | $1.17M | Buy |
11,219
+793
| +8% | +$82.8K | 0.72% | 44 |
|
|
2022
Q2 | $1.17M | Buy |
10,426
+294
| +3% | +$33.1K | 0.71% | 44 |
|
|
2022
Q1 | $1.38M | Buy |
10,132
+486
| +5% | +$66.2K | 0.76% | 42 |
|
|
2021
Q4 | $1.53M | Buy |
9,646
+260
| +3% | +$41.2K | 0.83% | 37 |
|
|
2021
Q3 | $1.54M | Buy |
9,386
+113
| +1% | +$18.5K | 0.9% | 34 |
|
|
2021
Q2 | $1.44M | Buy |
9,273
+55
| +0.6% | +$8.55K | 0.85% | 38 |
|
|
2021
Q1 | $1.4M | Sell |
9,218
-888
| -9% | -$135K | 0.87% | 37 |
|
|
2020
Q4 | $1.28M | Sell |
10,106
-829
| -8% | -$105K | 0.86% | 40 |
|
|
2020
Q3 | $1.05M | Buy |
10,935
+368
| +3% | +$35.4K | 0.8% | 42 |
|
|
2020
Q2 | $994K | Buy |
10,567
+923
| +10% | +$86.8K | 0.85% | 41 |
|
|
2020
Q1 | $868K | Buy |
9,644
+53
| +0.6% | +$4.77K | 0.89% | 39 |
|
|
2019
Q4 | $1.34M | Sell |
9,591
-93
| -1% | -$13K | 1% | 35 |
|
|
2019
Q3 | $1.14M | Sell |
9,684
-130
| -1% | -$15.3K | 0.94% | 37 |
|
|
2019
Q2 | $1.1M | Buy |
9,814
+62
| +0.6% | +$6.93K | 0.93% | 38 |
|
|
2019
Q1 | $987K | Buy |
9,752
+278
| +3% | +$28.1K | 0.87% | 38 |
|
|
2018
Q4 | $925K | Sell |
9,474
-100
| -1% | -$9.76K | 0.95% | 35 |
|
|
2018
Q3 | $1.08M | Buy |
9,574
+16
| +0.2% | +$1.81K | 0.95% | 37 |
|
|
2018
Q2 | $996K | Buy |
9,558
+37
| +0.4% | +$3.86K | 0.97% | 35 |
|
|
2018
Q1 | $1.05M | Sell |
9,521
-110
| -1% | -$12.1K | 1.1% | 30 |
|
|
2017
Q4 | $1.03M | Buy |
+9,631
| New | +$1.03M | 1.08% | 31 |
|