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Vista Investment Partners’s JPMorgan Chase JPM Stock Holding History

Vista Investment 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
Q3 		$3.3M Buy
9,966
+15
+0.2% +$5.25K 0.86% 46
2026
Q2 		$3.26M Buy
9,951
+17
+0.2% +$5.28K 0.82% 46
2026
Q1 		$2.92M Sell
9,934
-13
-0.1% -$3.94K 0.77% 48
2025
Q4 		$3.21M Buy
9,947
+1
+0% +$310 0.84% 50
2025
Q3 		$3.14M Sell
9,946
-455
-4% -$135K 0.88% 47
2025
Q2 		$3.02M Buy
10,401
+65
+0.6% +$16.6K 0.87% 49
2025
Q1 		$2.54M Sell
10,336
-85
-0.8% -$21.7K 0.77% 49
2024
Q4 		$2.5M Sell
10,421
-277
-3% -$64.5K 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% +$20.9K 0.72% 45
2024
Q1 		$2.13M Buy
10,616
+111
+1% +$20K 0.72% 46
2023
Q4 		$1.79M Buy
+10,505
New +$1.59M 0.65% 49

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Vista Investment Partners's JPM Position: Q3 2026 in Review

Vista Investment Partners increased its JPMorgan Chase (JPM) stake by 0.15% in Q3 2026, buying an estimated $5.25K and bringing the position to 9,966 shares worth $3.3M. The position accounts for 0.86% of the portfolio, ranked #46.

Vista Investment Partners first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 250 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Vista Investment Partners held 9,966 shares of JPMorgan Chase worth $3.3M as of Q3 2026.
  • Vista Investment Partners bought 15 JPMorgan Chase shares in Q3 2026, an estimated $5.25K.
  • JPMorgan Chase made up 0.86% of Vista Investment Partners's portfolio in Q3 2026, its #46 holding.
  • Vista Investment Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 250 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.