Vista Capital Partners, Inc. Jpmorgan Chase & CO Transaction History

Vista Capital Partners, Inc.

$5.49 Billion
Q3 2024

A detailed history of Vista Capital Partners, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vista Capital Partners, Inc. holds 3,201 shares of JPM stock, worth $799,353. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,201

Previous 3,334 3.99%

Holding current value

$799,353

Previous $674,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $25,921 - $29,898	-133 Reduced 3.99%	3,201 $674,000
Q2 2024 Aug 08, 2024	BUY	$180.08 - $204.79 $50,782 - $57,750	282 Added 9.24%	3,334 $674,000
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $135,175 - $162,042	-809 Reduced 20.95%	3,052 $611,000
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $112,079 - $140,667	826 Added 27.22%	3,861 $656,000
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $14,321 - $15,800	-100 Reduced 3.19%	3,035 $440,000
Q2 2023 Aug 03, 2023	SELL	$127.47 - $145.44 $22,817 - $26,033	-179 Reduced 5.4%	3,135 $455,000
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $249 - $287	2 Added 0.06%	3,314 $431,000
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $81,669 - $110,409	801 Added 31.9%	3,312 $444,000
Q3 2022 Nov 07, 2022	SELL	$20.73 - $120.58 $11,816 - $68,730	-570 Reduced 18.5%	2,511 $262,000
Q2 2022 Aug 08, 2022	SELL	$112.61 - $135.91 $84,570 - $102,068	-751 Reduced 19.6%	3,081 $347,000
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $161,658 - $212,234	1,260 Added 48.99%	3,832 $522,000
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $16,163 - $18,036	105 Added 4.26%	2,572 $407,000
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $17,831 - $20,139	121 Added 5.16%	2,467 $384,000
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $13,318 - $16,710	-106 Reduced 4.32%	2,346 $357,000
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $19,887 - $26,176	-206 Reduced 7.75%	2,452 $312,000
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $456 - $519	-5 Reduced 0.19%	2,658 $256,000
Q2 2020 Aug 12, 2020	SELL	$84.03 - $113.45 $10,587 - $14,294	-126 Reduced 4.52%	2,663 $250,000
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $23,471 - $41,903	-297 Reduced 9.62%	2,789 $251,000
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $65,079 - $81,130	-582 Reduced 15.87%	3,086 $430,000
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $149,968 - $172,049	1,431 Added 63.97%	3,668 $432,000
Q4 2018 Feb 07, 2019	SELL	$92.14 - $115.32 $15,848 - $19,835	-172 Reduced 7.14%	2,237 $218,000
Q2 2018 Aug 09, 2018	SELL	$103.24 - $114.29 $227,437 - $251,780	-2,203 Closed	0 $0
Q1 2018 Apr 17, 2018	BUY	$107.01 - $118.77 $5,350 - $5,938	50 Added 2.32%	2,203 $242,000
Q4 2017 Jan 17, 2018	SELL	$95.86 - $107.83 $38,056 - $42,808	-397 Reduced 15.57%	2,153 $230,000
Q3 2017 Oct 24, 2017	BUY	$88.42 - $95.51 $225,471 - $243,550	2,550	2,550 $244,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Capital Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vista Capital Partners, Inc. with notifications on news.

Account

Vista Capital Partners, Inc. Jpmorgan Chase & CO Transaction History