A detailed history of Vista Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vista Investment Management holds 25,580 shares of JPM stock, worth $6.2 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
25,580
Previous 25,949 1.42%
Holding current value
$6.2 Million
Previous $5.25 Million 2.72%
% of portfolio
2.14%
Previous 2.22%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$194.9 - $224.8 $71,918 - $82,951
-369 Reduced 1.42%
25,580 $5.39 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $125,335 - $142,533
-696 Reduced 2.61%
25,949 $5.25 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $2.46 Million - $2.95 Million
14,713 Added 123.31%
26,645 $5.34 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $36,229 - $45,470
-267 Reduced 2.19%
11,932 $2.03 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $14,464 - $15,958
-101 Reduced 0.82%
12,199 $1.77 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $16,061 - $18,325
-126 Reduced 1.01%
12,300 $1.79 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $90,434 - $104,111
724 Added 6.19%
12,426 $1.62 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $49,246 - $66,576
483 Added 4.31%
11,702 $1.57 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $16,438 - $95,619
793 Added 7.61%
11,219 $1.17 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $33,107 - $39,957
294 Added 2.9%
10,426 $1.17 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $62,353 - $81,861
486 Added 5.04%
10,132 $1.38 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $40,024 - $44,662
260 Added 2.77%
9,646 $1.53 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $16,607 - $18,868
113 Added 1.22%
9,386 $1.54 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $8,105 - $9,154
55 Added 0.6%
9,273 $1.44 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $111,577 - $139,993
-888 Reduced 8.79%
9,218 $1.4 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $80,031 - $105,341
-829 Reduced 7.58%
10,106 $1.28 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $33,591 - $38,205
368 Added 3.48%
10,935 $1.05 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $77,559 - $104,714
923 Added 9.57%
10,567 $994,000
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $4,188 - $7,477
53 Added 0.55%
9,644 $868,000
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $10,399 - $12,964
-93 Reduced 0.96%
9,591 $1.34 Million
Q3 2019

Nov 15, 2019

SELL
$104.8 - $120.23 $13,624 - $15,629
-130 Reduced 1.32%
9,684 $1.14 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $6,487 - $7,199
62 Added 0.64%
9,814 $1.1 Million
Q1 2019

May 16, 2019

BUY
$97.11 - $107.19 $26,996 - $29,798
278 Added 2.93%
9,752 $987,000
Q4 2018

Feb 15, 2019

SELL
$92.14 - $115.32 $9,214 - $11,532
-100 Reduced 1.04%
9,474 $925,000
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $1,657 - $1,898
16 Added 0.17%
9,574 $1.08 Million
Q2 2018

Aug 15, 2018

BUY
$103.24 - $114.29 $3,819 - $4,228
37 Added 0.39%
9,558 $996,000
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $11,771 - $13,064
-110 Reduced 1.14%
9,521 $1.05 Million
Q4 2017

May 15, 2018

BUY
$95.86 - $107.83 $923,227 - $1.04 Million
9,631
9,631 $1.03 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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