Vista Investment 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 | $3.02M | Buy |
10,401
+65
| +0.6% | +$18.8K | 0.87% | 49 |
|
|
2025
Q1 | $2.54M | Sell |
10,336
-85
| -0.8% | -$20.9K | 0.77% | 49 |
|
|
2024
Q4 | $2.5M | Sell |
10,421
-277
| -3% | -$66.4K | 0.78% | 51 |
|
|
2024
Q3 | $2.26M | Sell |
10,698
-25
| -0.2% | -$5.27K | 0.72% | 50 |
|
|
2024
Q2 | $2.17M | Buy |
10,723
+107
| +1% | +$21.6K | 0.72% | 45 |
|
|
2024
Q1 | $2.13M | Buy |
10,616
+111
| +1% | +$22.2K | 0.72% | 46 |
|
|
2023
Q4 | $1.79M | Buy |
+10,505
| New | +$1.79M | 0.65% | 49 |
|