Vista Investment Partners II’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
$2.49M Buy
8,593
+21
+0.2% +$6.09K 1.2% 33
2025
Q1
$2.1M Sell
8,572
-77
-0.9% -$18.9K 1.16% 33
2024
Q4
$2.07M Buy
+8,649
New +$2.07M 1.22% 31