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VISTA INVESTMENT MANAGEMENT: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VISTA INVESTMENT MANAGEMENT on JPM, newest first. How the timeline and the estimate are built.

VISTA INVESTMENT MANAGEMENT held 18,884 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,884 shares
    Change vs previous 13F -226 shares

    1.87% of the 13F portfolio, value $6,181,142.

    13F-HR 0001740140-26-000003 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,110 shares
    Change vs previous 13F -950 shares

    1.88% of the 13F portfolio, value $5,621,256.

    13F-HR 0001740140-26-000002 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,060 shares
    Change vs previous 13F -563 shares

    2.13% of the 13F portfolio, value $6,463,596.

    13F-HR 0001740140-26-000001 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,623 shares
    Change vs previous 13F -646 shares

    2.27% of the 13F portfolio, value $6,504,978.

    13F-HR 0001740140-25-000007 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,269 shares
    Change vs previous 13F -129 shares

    2.29% of the 13F portfolio, value $6,165,972.

    13F-HR 0001740140-25-000005 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,398 shares
    Change vs previous 13F -1,956 shares

    2.05% of the 13F portfolio, value $5,248,825.

    13F-HR 0001740140-25-000004 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,354 shares
    Change vs previous 13F -2,226 shares

    2.12% of the 13F portfolio, value $5,598,085.

    13F-HR 0001740140-25-000001 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,580 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,393,697.

    13F-HR 0001740140-24-000006 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).