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VISTA INVESTMENT PARTNERS II, LLC: JPM position timeline

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

VISTA INVESTMENT PARTNERS II, LLC held 8,818 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,818 shares
    Change vs previous 13F -154 shares

    1.17% of the 13F portfolio, value $2,917,234.

    13F-HR 0002035219-26-000005 filed by VISTA INVESTMENT PARTNERS II, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,972 shares
    Change vs previous 13F -63 shares

    1.15% of the 13F portfolio, value $2,936,940.

    13F-HR 0002035219-26-000003 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,035 shares
    Change vs previous 13F -85 shares

    1.19% of the 13F portfolio, value $2,657,768.

    13F-HR 0002035219-26-000002 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,120 shares
    Change vs previous 13F +597 shares

    1.27% of the 13F portfolio, value $2,938,561.

    13F-HR 0002035219-26-000001 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,523 shares
    Change vs previous 13F -70 shares

    1.25% of the 13F portfolio, value $2,688,261.

    13F-HR 0002035219-25-000008 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,593 shares
    Change vs previous 13F +21 shares

    1.2% of the 13F portfolio, value $2,491,075.

    13F-HR 0002035219-25-000005 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,572 shares
    Change vs previous 13F -77 shares

    1.16% of the 13F portfolio, value $2,102,731.

    13F-HR 0002035219-25-000004 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,649 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,073,310.

    13F-HR 0002035219-25-000001 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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