JPMorgan Chase & Co. shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $311k | 1.6k | 196.78 |
| 2023-09-30 | $300k | 2.1k | 143.40 |
| 2023-06-30 | $270k | 1.9k | 145.03 |
| 2023-03-31 | $255k | 1.9k | 137.17 |
| 2022-12-31 | $296k | 2.2k | 134.10 |
| 2022-09-30 | $244k | 2.3k | 107.58 |
| 2022-06-30 | $253k | 2.2k | 113.15 |
| 2022-03-31 | $297k | 2.2k | 135.49 |
| 2021-12-31 | $266k | 1.6k | 161.90 |
| 2021-09-30 | $203k | 1.2k | 163.84 |
| 2019-09-30 | $36k | 302 | 117.45 |
More positions owned by Vista Private Wealth Partners
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