Skip to content
Disclosery

VISTA INVESTMENT PARTNERS LLC: JPM position timeline

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

VISTA INVESTMENT PARTNERS LLC held 9,966 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,966 shares
    Change vs previous 13F +15 shares

    0.86% of the 13F portfolio, value $3,296,903.

    13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,951 shares
    Change vs previous 13F +17 shares

    0.82% of the 13F portfolio, value $3,257,230.

    13F-HR 0002085853-26-000671 filed by VISTA INVESTMENT PARTNERS 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 9,934 shares
    Change vs previous 13F -13 shares

    0.77% of the 13F portfolio, value $2,922,109.

    13F-HR 0002085853-26-000317 filed by VISTA INVESTMENT PARTNERS 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 9,947 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $3,205,187.

    13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS 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 9,946 shares
    Change vs previous 13F -455 shares

    0.88% of the 13F portfolio, value $3,137,355.

    13F-HR 0002085853-25-000101 filed by VISTA INVESTMENT PARTNERS 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 10,401 shares
    Change vs previous 13F +65 shares

    0.87% of the 13F portfolio, value $3,015,408.

    13F-HR 0001667731-25-000766 filed by VISTA INVESTMENT PARTNERS 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 10,336 shares
    Change vs previous 13F -85 shares

    0.77% of the 13F portfolio, value $2,535,461.

    13F-HR 0001667731-25-000450 filed by VISTA INVESTMENT PARTNERS 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 10,421 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,498,120.

    13F-HR 0001667731-25-000070 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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