A detailed history of Vista Private Wealth Partners. LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 1,189 shares of JPM stock, worth $261,318. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,189
Previous 1,189 -0.0%
Holding current value
$261,318
Previous $240,000 4.17%
% of portfolio
0.1%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $70,051 - $79,663
-389 Reduced 24.65%
1,189 $240,000
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $37,595 - $45,067
-225 Reduced 12.48%
1,578 $316,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $39,621 - $49,727
-292 Reduced 13.94%
1,803 $306,000
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $33,797 - $37,288
236 Added 12.69%
2,095 $303,000
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $43,593 - $50,186
-349 Reduced 15.81%
1,859 $242,000
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $6,117 - $8,270
-60 Reduced 2.65%
2,208 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $663 - $3,858
32 Added 1.43%
2,268 $244,000
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $4,954 - $5,980
44 Added 2.01%
2,236 $253,000
Q1 2022

Apr 13, 2022

BUY
$128.3 - $168.44 $70,436 - $92,473
549 Added 33.41%
2,192 $297,000
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $62,191 - $69,399
404 Added 32.61%
1,643 $266,000
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $182,095 - $206,888
1,239 New
1,239 $203,000
Q4 2019

Jan 08, 2020

SELL
$111.82 - $139.4 $33,769 - $42,098
-302 Closed
0 $0
Q3 2019

Oct 16, 2019

BUY
$104.8 - $120.23 $31,649 - $36,309
302 New
302 $35,000

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 $645B
  • 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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