JPMorgan Chase & Co. shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 19k | 210.86 |
| 2024-06-30 | $3.7M | 18k | 202.26 |
| 2024-03-31 | $3.4M | 17k | 200.30 |
| 2023-12-31 | $2.8M | 17k | 170.10 |
| 2023-09-30 | $2.4M | 16k | 145.02 |
| 2023-06-30 | $2.4M | 16k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $418k | 3.1k | 134.09 |
| 2022-09-30 | $340k | 2.8k | 122.26 |
| 2022-06-30 | $286k | 2.6k | 112.07 |
| 2022-03-31 | $399k | 2.9k | 136.18 |
| 2021-12-31 | $521k | 3.3k | 158.26 |
| 2021-09-30 | $624k | 3.8k | 163.82 |
| 2021-06-30 | $601k | 3.9k | 155.54 |
| 2021-03-31 | $471k | 3.1k | 152.13 |
| 2020-12-31 | $213k | 1.7k | 127.09 |
| 2020-09-30 | $200k | 2.1k | 96.15 |
| 2020-03-31 | $214k | 2.4k | 90.11 |
| 2019-12-31 | $262k | 1.9k | 139.14 |
More positions owned by Vista Wealth Management Group
View all positions for Vista Wealth Management Group