Vista Wealth Management Group, LLC Jpmorgan Chase & CO Transaction History

Vista Wealth Management Group, LLC

$1.32 Billion
Q2 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 18,404 shares of JPM stock, worth $3.81 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

18,404

Previous 16,826 9.38%

Holding current value

$3.81 Million

Previous $3.37 Million 10.45%

% of portfolio

0.28%

Previous 0.27%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $284,166 - $323,158	1,578 Added 9.38%	18,404 $3.72 Million
Q1 2024 Apr 29, 2024	BUY	$167.09 - $200.3 $18,212 - $21,832	109 Added 0.65%	16,826 $3.37 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $54,547 - $68,460	402 Added 2.46%	16,717 $2.84 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $7,446 - $8,216	-52 Reduced 0.32%	16,315 $2.37 Million
Q2 2023 Aug 02, 2023	SELL	$127.47 - $145.44 $27,023 - $30,833	-212 Reduced 1.28%	16,367 $2.38 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $1.68 Million - $1.94 Million	13,465 Added 432.4%	16,579 $2.16 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $33,952 - $45,900	333 Added 11.97%	3,114 $417,000
Q3 2022 Oct 25, 2022	BUY	$20.73 - $120.58 $4,747 - $27,612	229 Added 8.97%	2,781 $340,000
Q2 2022 Jul 14, 2022	SELL	$112.61 - $135.91 $42,566 - $51,373	-378 Reduced 12.9%	2,552 $286,000
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $46,444 - $60,975	-362 Reduced 11.0%	2,930 $399,000
Q4 2021 Jan 19, 2022	SELL	$153.94 - $171.78 $79,586 - $88,810	-517 Reduced 13.57%	3,292 $521,000
Q3 2021 Nov 02, 2021	SELL	$146.97 - $166.98 $8,083 - $9,183	-55 Reduced 1.42%	3,809 $624,000
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $113,180 - $127,825	768 Added 24.81%	3,864 $601,000
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $178,423 - $223,863	1,420 Added 84.73%	3,096 $471,000
Q4 2020 Jan 25, 2021	SELL	$96.54 - $127.07 $39,002 - $51,336	-404 Reduced 19.42%	1,676 $213,000
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $189,862 - $215,945	2,080 New	2,080 $200,000
Q2 2020 Jul 14, 2020	SELL	$84.03 - $113.45 $199,571 - $269,443	-2,375 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$79.03 - $141.09 $38,882 - $69,416	492 Added 26.13%	2,375 $214,000
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $210,557 - $262,490	1,883 New	1,883 $262,000

Others Institutions Holding JPM

# of Institutions

4,537

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $608B
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 ...

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Vista Wealth Management Group, LLC Jpmorgan Chase & CO Transaction History