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 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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Vista Investment Partners increased its JPMorgan Chase (JPM) stake by 0.17% in Q2 2026, buying an estimated $5.28K and bringing the position to 9,951 shares worth $3.26M. The position accounts for 0.82% of the portfolio, ranked #46.

Vista Investment Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 898 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Vista Investment Partners held 9,951 shares of JPMorgan Chase worth $3.26M as of Q2 2026.
Vista Investment Partners bought 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
JPMorgan Chase made up 0.82% of Vista Investment Partners's portfolio in Q2 2026, its #46 holding.
Vista Investment Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
898 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.