Vista Investment Partners II’s JPMorgan Chase JPM Stock Holding History

Vista Investment Partners II’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	$2.94M	Sell	8,972 -63	-0.7%	-$19.6K	1.15%	33
2026 Q1	$2.66M	Sell	9,035 -85	-0.9%	-$25.8K	1.19%	33
2025 Q4	$2.94M	Buy	9,120 +597	+7%	+$185K	1.27%	25
2025 Q3	$2.69M	Sell	8,523 -70	-0.8%	-$20.8K	1.25%	25
2025 Q2	$2.49M	Buy	8,593 +21	+0.2%	+$5.36K	1.2%	33
2025 Q1	$2.1M	Sell	8,572 -77	-0.9%	-$19.6K	1.16%	33
2024 Q4	$2.07M	Buy	+8,649	New	+$2.01M	1.22%	31

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Vista Investment Partners II's JPM Position: Q2 2026 in Review

Vista Investment Partners II reduced its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, selling an estimated $19.6K and leaving 8,972 shares worth $2.94M. The position accounts for 1.15% of the portfolio, ranked #33.

Vista Investment Partners II first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2025. 2,335 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vista Investment Partners II held 8,972 shares of JPMorgan Chase worth $2.94M as of Q2 2026.
Vista Investment Partners II sold 63 JPMorgan Chase shares in Q2 2026, an estimated $19.6K.
JPMorgan Chase made up 1.15% of Vista Investment Partners II's portfolio in Q2 2026, its #33 holding.
Vista Investment Partners II first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's JPMorgan Chase position peaked at $2.94M in Q4 2025.
2,335 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.