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JPMorgan Chase & Co. shares owned by Vista Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vista Investment Management from 13F filings

Historical chart of Vista Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Vista Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Vista Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 12k 170.09
2023-09-30 $1.8M 12k 145.01
2023-06-30 $1.8M 12k 145.43
2023-03-31 $1.6M 12k 130.30
2022-12-31 $1.6M 12k 134.09
2022-09-30 $1.2M 11k 104.47
2022-06-30 $1.2M 10k 112.60
2022-03-31 $1.4M 10k 136.30
2021-12-31 $1.5M 9.6k 158.30
2021-09-30 $1.5M 9.4k 163.65
2021-06-30 $1.4M 9.3k 155.51
2021-03-31 $1.4M 9.2k 152.20
2020-12-31 $1.3M 10k 127.05
2020-09-30 $1.1M 11k 96.30
2020-06-30 $994k 11k 94.07
2020-03-31 $868k 9.6k 90.00
2019-12-31 $1.3M 9.6k 139.40
2019-09-30 $1.1M 9.7k 117.72
2019-06-30 $1.1M 9.8k 111.78
2019-03-31 $987k 9.8k 101.21
2018-12-31 $925k 9.5k 97.64
2018-09-30 $1.1M 9.6k 112.81
2018-06-30 $996k 9.6k 104.21
2018-03-31 $1.0M 9.5k 109.97
2017-12-31 $1.0M 9.6k 106.95